Coventry Building Society appoints a new head of intermediary sales in the form of Julie Jones, who has worked at the society for 21 years.Jones is receiving a promotion from senior sales manager, where she oversees the entire branch network. The new role sees Jones responsible for the intermediary sales function heading up 14 UK […]
With the election campaigns well under way and the pros-pect of Labour being returned to power, voters will be dis-appointed to find out that there is nothing in the Labour Party’s manifesto, other than a few platitudes about want- ing a sustainable system, about pensions.
Framlington managers are in the early stages of management buyout talks. Former chief executive Peter Chambers started the talks in the autumn but resigned after senior managers at Framlington decided Chambers was not the right person to take the buyout forward. The managers are still planning the buyout but have put plans on hold pending […]
Johnson Fleming has published a step-by-step guide demonstrating the importance of record keeping and reporting, and how it can ensure you operate a successful scheme. The guide takes you through some key questions you need to ask and identifies the information you need to obtain. The topics include: why you need to keep records and the benefits of doing this; registering your scheme; what information you need to record to ensure you meet the Pensions Regulator’s requirements; and what items need to be recorded and when.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]