Malcolm McLean: Broken pledges on new state pension

There has been much criticism from all sides about the complicated arrangements for bringing in the new state pension from 6 April 2016. Hardly anyone I have spoken to seems to fully understand why up to two-thirds of those with a full National Insurance record will still get less than the full new pension simply because […]

Jupiter’s Chatfeild-Roberts: I was an average CIO

Jupiter’s John Chatfeild-Roberts admits he was only an “OK” chief investment officer, in his first interview since ditching the role. Chatfeild-Roberts is currently concentrating on managing the £8bn Jupiter Merlin portfolio range, which he has already been heading for five years. Stephen Pearson, the former deputy CIO at the firm, took over the CIO role last month. […]


Zurich and Curtis Banks agree multi-million pound Sipp deal

Curtis Banks has clinched a multi-million pound deal to administer Zurich’s Sipp business. The contract is for a minimum term of 10 years, with Curtis Banks receiving £1.25m in each of the first two years alongside an additional payment of £750,000 during the first year of the contract to cover transition costs. Curtis Banks will […]


New IFP president on gaining respect and influencing the FCA

The Institute of Financial Planning can more than double its membership in the coming years, according to new president Alan Dick. Dick formally took over the presidency from Rebecca Taylor at the IFP’s annual conference this week, following the completion of Taylor’s three-year term. Dick says the IFP’s merger with the Chartered Institute for Securities […]


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