The IMA has published six fund processing principles, including encouraging electronic messaging for communication between fund managers and financial institutions.
Marketing and ad agencies must be brought into line to stop debt misery
Advisers asked for views as cost is set to rise to 4.6m
Fidelitys UK growth manager Frederic Gautier is leaving and will be replaced by analyst Carlos Moreno.
Barclays UK Wealth Solutions and Wealth Management managing director Ray Greenshields has announced he will retire in April.The 58-year old has held responsibility for Barclays Financial Planning, Gerrard, Barclays Stockbrokers, Barclays Life and Barclays Investment Services.From April, Greenshields business units will report to Barclays Wealth Management chief executive Thomas Kalaris.Barclays president Robart Diamond says: We […]
While Dubai is leading the way in terms of legislating for expat healthcare in the Gulf, Qatar, Abu Dhabi and others are watching and learning – that’s according to Jelf International’s director of international services, Doug Rice. He believes the pace of change in the Gulf states will continue and that some level of unified healthcare system will be introduced across the region.
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]