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.
Trouble ahead for Europe? Against a backdrop of Brexit and high sovereign debt, European funds have had a problematic year Brexit has been unavoidable for the past two years, dominating almost every aspect of British life. While the UK parliament has yet to vote on the deal (the original vote was 11 December but this […]
Do not be afraid to challenge clients. Doing so is vital to ensuring their secure financial futures With the use of cashflow modelling software growing, many advisers, while conservative and prudent with their own, often make the mistake of being too keen to include a client’s assumptions without really testing them. This can cause serious […]
Two pension trustees who launched legal proceedings against the advice firm formerly called Truestone Wealth Management have been granted a court date in early 2020. According to Law360 UK, two acting trustees of London-based directors’ retirement and death benefit scheme Radley Yeldar claim a mistake made by an adviser at Truestone has cost them £3.5m. Truestone […]