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James quits Standard for RGA

Standard Life head of marketing Mick James is leaving the firm for reinsurer RGA. James will be an account manager at the firm from the end of March working alongside head of business management Jason Hurley.


‘Advisers leave innovation dead in water’

Advisers are to blame for the lack of financial product innovation by failing to support new product types, says Rosenblatt Solicitors.Head of financial services division Nigel Frudd says advisers often refuse to recommend new products for fear of being reprimanded, causing a rash of me-too-type products launched by providers.Frudd says: “Because of previous misselling of […]

Witan offers free share dealing on invt trusts

Witan is offering free share dealing on all lump sum Isa investments and Pep transfers in its £1.4bn Witan global growth and £140m Pacific investment trusts from March 1 to April 30, 2008.This means investors will save £70 when placing a full £7,000 maxi Isa allowance or £142 for those investing in both the 2007 […]

HMRC loses dispute on discounted gift trusts

The Special Commissioner has ruled against HM Revenue & Customs in a case which considered whether people aged over 90 can benefit from a discounted gift trust plan.The case was decided in favour of the executors of an elderly woman who died five months after setting up a discounted gift trust plan withAxa in 2002.Under […]

Lazard restructures European desk

Lazards has restructured its European equities desk with the appointment of Aaron Barnfather as lead manager of the group’s continental European strategy.Barnfather, who takes on the role from March 3, will replace Gabrielle Boyle, who will focus solely on the firm’s global and international select strategies.As part of the new role Barnfather will take on […]


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