Money Partners has confirmed it is to consult with staff on a move which could see up to 65 jobs cut.
I was very interested in the article ‘Back-book causes backlog at ‘overloaded’ Windsor’ (14 February), as I have experienced the problem first-hand. Our client is transferring the proceeds of a pension plan to Norwich Union so that he can crystallise his benefits. The relevant papers were received by Windsor Life on 4 January 2008. The […]
Aifa director general Chris Cummings has hit out at Chancellor Alistair Darling for announcing measures to mitigate increases in small business corporation tax for some industries but not advisers.In last week’s Budget, the Chancellor set out a number of concessions to small businesses to help soften the increase in corporation tax on small firms from […]
I am clearly not the only person in the UK wondering exactly what the difference is between generic financial advice and money guidance, the former having been dropped in favour of the latter by Otto Thoresen.
Blue Sky Asset Management and Meteor Asset Management have introduced capital-protected bonds that are based on a share basket comprising five major UK banks.
We know what it takes to run a successful auto-enrolment project in the retail industry. We are automatically there for some of the world’s best-known retailers at every stage of the process. Take a look at what we have done for our client House of Fraser.
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Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]
Financial advisers need to engage in less systematic risk tolerance testing to position clients for high investment returns, according to risk profiling firm Oxford Risk. Speaking at a FinaMetrica/miPlanPlus event today, Oxford Risk head of behavioural finance Greg Davies says suitability across the industry is “rife with poor practice”. Davies says the most common adviser […]
The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]