Recommended

Money-UK-Currency-Notes-50-480.jpg
1

Advice firm director banned for ‘unacceptable’ record-keeping

The director of two financial services companies including a Chelmsford advice firm has been disqualified for eight years due to poor record keeping. James Lau was director of WFM Management Services, a financial advice firm, and GG Blue Sky, a derivatives trading business. Both companies were placed into liquidation in September 2013, with an estimated […]

Handshake-Business-Finance-Deal-Corporate-700.jpg

Intrinsic poaches chief risk officer from Tenet

Old Mutual Wealth-owned Intrinsic has hired Tenet regulatory director Gill Davidson as chief risk officer. Davidson replaces Intrinsic founding board member Wallace Dobbin, who is retiring from full-time employment. He will remain with the business to manage the transition. Davidson spent three years at Tenet, and previously held senior roles at Coventry and Skipton building […]

Portfolio-Bonds-Investment-Business-700x450.jpg

How annuities turn consumers off guarantees

Using the word “annuity” can put consumers off guaranteed income products, a research paper published by the FCA suggests. More than 900 consumers were given the hypothetical choice between retirement options including buying an annuity, self-annuitising, or spending the money until it ran out. When the word “annuity” was not used, 66 per cent of […]

Thanks for asking!

Karen Playfair, Senior Marketing Consultant A few months ago my brother casually dropped into conversation that he hoped it was ok that he’d put me down as the guardian of his three daughters in his will if something happened to both him and his wife. I was pleased that he’d thought about his will and guardianship […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment