Acting head of sales Shaun l’Anson has left Preferred Mortgages to join Beacon Group as head of lending.
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A law unto itself
I would like to pose a question or two for the regulator and for the regulated. How far should a regulator be able to change things simply to make its life easier?
Cavanagh opens office in Chichester
National IFA Cavanagh Group is opening an office in Chichester with a team of five consultants who previously worked at Barclays Wealth.Cavanagh Group managing director Simon Redgrove says: “As well as our operations across the rest of the UK, Cavanagh’s aim is to continue to build the largest quality IFA business operating along the South […]
The GMAC-RFC dilemma: to tighten or not to tighten
I am considering taking bets on how many times I will be writing my blog on the current liquidity crisis following the continued fallout from the US sub-prime crash.
SLI given enhanced bond role by The Pensions Trust
Standard Life Investments has been appointed as a bond manager on The Pensions Trust’s UK gilt portfolio, following a restructure by the firm.
Lifetime Isa – Long-term savings scheme or Trojan Horse?
Steve Webb, our Director of Policy and External Communications, considers the new Lifetime Isa When the Green Paper on ‘Strengthening the Incentive to Save’ was published last summer, we thought the 2016 Budget might be a momentous one for pensions. Radical reform to pension tax relief was on the table, with the lead options including […]
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Almary Green eyes merger with Norwich IFA
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
Lions, bees, bulls and bears: The Wells Street Journal
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
FCA eyes 40 firms in adviser recruitment and training probe
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]