Rathbones has appointed James Maltin as an investment director to manage its private client portfolios.
We really need to put the priority on developing products and services
Ian McKennaL ast year, this column looked at the lead that the majority of life and pension providers have achieved in e-commerce services compared with most of their peers in the fund management industry.
GMAC-RFC executive chairman Stephen Knight has written a new book which sets out his vision for growth in the UK mortgage market. In this exclusive extract he relates, how his firm designed a revolutionary 25-year fixed-rate mortgage and dispels the myths surrounding the self-cert sector
Origen chief executive Gareth Marr has resigned from the Aegon-owned IFA firm after recent health problems. The move comes as Origen confirms it will be integrating the Positive Solutions’ platform into its business. Marr has been in financial services for 30 years and will remain with the firm in the short term on a consultancy […]
With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]