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MPs: We have ‘lost confidence’ in TSB chief

The Treasury select committee says it has ‘lost confidence’ in the leadership of TSB chief executive Paul Pester for failing to tackle a string of IT failures at the bank. The MPs believe that Pester did not give adequate explanation of the problems faced and how to solve them at a hearing earlier this week, […]

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SJP positive on academy growth

St James’s Place is positive about the growth of its 250-strong academy despite reporting a loss in its advice arm for 2017 earlier this month. The restricted advice giant posted a loss of £35.4m for 2017, an increase on the £24.8m loss in 2016. A breakdown of SJP trainees provided to Money Marketing by the […]

What makes an outstanding advice firm?

Another year, another sterling display of excellence at the Money Marketing Awards. Having been invited to take part in the judging process for the prestigious Financial Adviser of the Year award, I’ve spent a number of hours pondering the question, what are the traits of an outstanding advisory firm? Here are four areas the more […]

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Jurisdictions

Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper and help create […]

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