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Godfrey’s The People’s Trust reaches fundraising target

The People’s Trust, the new fund to be launched by former Investment Association chief Daniel Godfrey, has reached its minimum funding target of £100,000 less than a month after it was announced. The fund, which seeks total returns of 7 per cent annually over a seven-year period, will be launched in the first half of next […]

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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 […]

Life cover for life

When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that waybecause before the arrival of RDR in 2013, that’s more or less exactly what they were. For advisers thinking […]

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