Many years ago, I worked for a national IFA and found that apart from the customer-facing team of five, the other 20 in my team had no idea what we did. Sure, they filled in forms and sent out letters about pension options but their awareness of us and what we did was zero.
Societe Generale Adequity has brought out the New Energy Protected fund, a capital protected Oeic that applies a constant proportion portfolio insurance strategy to the World Alternative Energy index and cash.
PruHealth was named private medical insurer of the year for service to intermediaries by the Association of Medical Insurance Intermediaries at its AGM last week.The firm was commended for the improvements in its admin and for maintaining service levels while increasing business volumes.Permanent Health Comp-any won two awards for best individual and best group PMI […]
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 […]