Is there nothing Ray Boulger, senior technical director at John Charcol, is not prepared for – a change in mortgage rates, FSA regulation or indeed finding that you have turned up in the wrong attire for a dinner. A slight oversight saw Boulger, admittedly at his second awards’ dinner in two days, sporting dinner jacket and bow tie but only for the opening champagne reception. The superman of mortgage intermediaries was spotted at dinner in lounge suit and tie in a swift change that would have done Clark Kent proud. l At a ten-pin bowling competition hosted by Schroders, MM hack Nicola York’s previously poor bowling performance inexplicably improved after a couple of potent cocktails. Competing with other journos, she narrowly missed out on scoring a century but bagged the star prize of a bottle of champagne, proving that a relaxed attitude sometimes wins the day.
Former AWD Group chief executive Douglas Gardner has joined Positive Solutions as distribution director. Aegon head of risk Graham Dumble has also joined the board as a non-executive director in a management reshuffle that sees sales director Chris Smallwood and compliance director Chris Davies leave the group. Positive Solutions revealed last week that David Harrison […]
Paymentshield has hired Graham Johnston as its new compliance director. He will take responsibility for ensuring Paymentshield meets its regulatory obligations to intermediaries and retail customers including managing complaints and appeals. Johnston joins from Cheltenham & Gloucester, Lloyds TSB’s mortgage provider. The supplier of mortgage-related general insurance products says Johnston is the latest hire to […]
Public should pay for FSCS I went to the Money Marketing Live show at Olympia recently and before her presentation, spoke to Loretta Minghella of the Financial Services Compensation Scheme.In her presentation, she went through the different options for a new way of funding the FSCS. The problem is that none of the options allows […]
The Association of British Insurers believes everything is hunky dory with the Financial Services Compensation Scheme.
Trevor Greetham, RLAM’s head of multi asset, introduces the recentlylaunched RL GMAPs. Asset allocation has become an increasingly difficult challenge for investors and advisers in the years since the financial crisis. Sometimes violent price swings in stock and commodity markets coupled with the collapse in the rate of interest on bonds have made it harder […]
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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 […]