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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HM Revenue & Customs has published guidance on how new income tax bands in Scotland will affect pension schemes and their members. The note is a response to the Scottish Government’s confirmation it will introduce five income tax bands for 2018/19. Pension savers in Scotland currently receive pension tax relief at their marginal rate but […]
SimplyBiz Group is considering an initial public offering of £150m on the London Stock Exchange. According to a Reuters report, the potential float could value the company between £140m and £155m and is expected to raise £30m of new money. SimplyBiz joint group chief executive Matt Timmins confirms the business has recently appointed Zeus Capital as […]
Brewin Dolphin has been ranked the preferred DFM in a Money Marketing survey of advisers and paraplanners, well ahead of the next most favoured, Quilter Cheviot. Thirty-three per cent of respondents listed the business as their preferred DFM, followed by 10.2 per cent responding in favour of Quilter Cheviot. LGT Vestra, Brooks Macdonald and Parmenion […]