Insight Investment has added three new names to its fixed-income team, with Peter Bentley joining as head of UK credit from Pimco, Holger Friedrich as senior emerging markets fund manager and Albane Philippon as credit analyst.
Income Protection Plan
Inheritance tax is a growing concern after a client’s estate is swelled by a £200k legacy
Norwich Union UK income opportunities manager Ian Lancaster has quit to join Bahrain-based Gulf Finance House Asset Management.Lancaster, who brought the fund to Norwich Union with him from Moneyguru in May 2006, will join forces with former Skandia chief investment officer Alan Durrant and take on the role of international equities director.He will help oversee […]
The Personal Finance Society has announced the line-up of speakers who will address its ‘Face the Future, Meet the Challenge’ conference in Birmingham on November 13-14.
Certification is highly complex and surrounded by a minefield of information and auto-enrolment jargon, which can make it very difficult to understand. However, for many employers it is a necessary process that must be executed successfully.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]