Rathbones has appointed James Maltin as investment director to manage private client portfolios.
Sir Richard Branson has garnered millions of column inches in the media over the years, positive and negative in equal measure.
Amex refuses to comment on speculation that its wrap could face closure if a buyer is found for the platform. The Amex wrap has a range of 4000 funds and around 50m of assets under administration.
Labour backbenchers have accused Norwich Union and other equity-release providers of misleading advertising and targeting an inappropriate market. In a Westminster debate this week, Labour MP and Treasury select committee member George Mudie used the example of an NU ad as evidence that products are being targeted at too young an audience. He said marketing […]
Whenever we decide to expand our network and open a branch in a new town, we have time to use a values-based process to recruit and train staff in the relevant cultural and procedural aspects of the society. But when two businesses merge, the challenges are much greater. One day, staff are working to the […]
Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]