Pink Home Loans advisers will now supply documentary evidence that they have discussed protection with their clients in every mortgage they arrange. From this week the network’s brokers have been advised to ask clients to bring in their employment contract to illustrate what benefits they will be entitled to if they become too ill to […]
Former Treasury financial secretary Mark Hoban has joined the London Stock Exchange as a non-executive director with immediate effect. Hoban announced last month he is to stand down from parliament after 14 years at May’s general election. In addition to the London Stock Exchange role, Hoban will also become the first chairman of Flood Re, […]
A financial adviser who stole £35,000 from an elderly couple is facing jail after pleading guilty to theft, the Hull Daily Mail reports. Glen Manson, an adviser at Bridlington-based firm Lloyd Dowson Ltd, told John Anderson, 86, and his wife to invest the money in a company, promising a return of 6 per cent. Manson […]
Jelf Employee Benefits looks at some of the key considerations employers should think about when reviewing and choosing a flexible benefits provider. Choosing the right benefits for your employees is one thing but delivering a successful employee benefits strategy is about understanding the complete picture and delivering it in a personalised way so that it resonates with each and every individual in your business.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]