The TriGlide Adviser Tool was named the winner for the Best Use of Digital category thanks to the way the app allows advisers to interact with the content, the use of videos and for ultimately changing the way fund information is displayed from paper to digital. Judges praised it as a “genuine digital product, with deep rather than superficial content” for advisers.
The question is often asked: “If I incorporate my business, will I be protected from personal liability for the mistakes I make?” The legal answer is yes – usually. Of course, for someone seeking certainty, that is not a good answer, but this problem sits at the point where two inconsistent legal principles meet. The […]
Standard Life is set to cut 70 job roles from its Edinburgh IT department. The investment firm hopes to meet the target through voluntary redundancy, according to the BBC. The headcount drop is meant to improve how Standard Life services customers, reacts to market needs and “delivers technology”. Standard Life chief information officer Mark Dixon […]
Tenet has acquired the client bank of Furness Financial Advisers, following a strategic review by its parent Furness Building Society. Aspire Financial Management, Tenet’s wholly owned appointed representative, will receive 75 post-RDR clients in addition to around 1,500 pre-RDR clients. Tenet would not reveal further terms of the deal. The advice firm has been an […]
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.
How should investors view Brexit? Clearly, the world did not end. Business continues. But it has changed things. Artemis’ fund managers explain their latest views. Click here for full article
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The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]