The FSA has raised concerns over internet-based promotions by 11 intermediaries marketing VCTs and is considering enforcement action against the worst offenders. The FSA identified venture capital trusts as an area of potential risk to consumers in March and wrote to intermed- iaries in August over fears that investors were not being given a balanced […]
A major feature of our articles is looking into the Jelf Employee Benefits crystal ball to predict changes and trends that may influence the short and medium term shape of UK employee benefits. By flagging such changes early we aim to provide our followers with the tools to make sensible and informed decisions on their benefits offerings.
The FCA’s released video on defined benefit transfers is the first of its kind and no more are planned in the near future Money Marketing understands. The new video aims to help consumers know what they should expect when discussing a DB transfer with an adviser. Money Marketing understands the watchdog thinks a bonus effect […]
Standard Life Aberdeen-owned platform Parmenion has appointed Tom Sayers as head of investment solutions. He joins from rival Bristol-based discretionary management service Whitechurch Securities where he was head of investment. His career also includes private client stockbroking and advising high net worth individuals. Sayers will be responsible for client assets of more than £6bn and […]