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.
Vanguard, the asset management giant known mainly for its passive offering, has announced a reduction in fees on its UK domiciled active fund range. Fees on Vanguard Global Equity and Vanguard Global Equity Income funds have been reduced from 0.60 per cent to 0.48 per cent per annum. The price of Vanguard Global Balanced fund, […]
Demand for advice is on the rise and every effort must be made to recruit more people into our industry. Not only are we set to face a busy period for investment advice in the run-up to Brexit, and in light of increasing trade wars and market volatility, but the demand for pension transfer advice […]
These companies should ensure their systems and controls address recent issues found by the regulator Last month, the FCA published its findings into a review of how principal firms in the investment management sector understood and complied with their responsibilities in respect of their authorised representatives. The firms covered a diverse range of regulated businesses, […]