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GRE transfers staff to cross-sell products

Guardian Royal Exchange is transferring its staff into one company, Guardian Direct Services, to enable it to cross-sell products across the group.

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&#39Big four&#39 managers losing ground

There are signs that the four major pension fund managers in the UK are losing market share to smaller groups because of underperformance. The 1997 Pension Fund Statistics released by the Combined Actuarial Performance Services last week shows Gartmore, Schroder, PDFM and Mercury Asset Management all losing ground to smaller pension fund managers. The market […]

More women are needed in the IFA industry, says PIA

Too much testosterone in the workplace could be bad for IFA business. A report by the PIA consumer panel says the financial services industry is dominated by men but the majority of enquiries are by women. The survey shows that 80 per cent of advisers are male while 66 per cent of new client enquiries […]

Jobs&#39 hope for Britannia Life staff

Commercial Union, Scottish Equitable and Colonial are considering taking staff from Britannia Life&#39s doomed IFA arm. The 132 broker consultants, led by two regional sales managers, are talking to about five life offices in an attempt to secure new jobs.

Pep Mortgage Puzzle

I ended last week&#39s article on the note that the reduction in ultimate fund value, say, of a Pep caused by the eventual inability to reclaim ACT credits could have a significantly important impact on those who are funding for a particular amount to be produced to repay an interest-only mortgage. Commentators have, even this […]

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Thinking of expanding overseas?

Whether you’re a small company or an established larger employer, expanding overseas into emerging markets can be an extremely attractive prospect for growing your business. However, with this comes a duty-of-care requirement to any staff based overseas.

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