The IFA contesting a restitution order being made by the FSA in the High Court has been given until December to strike a deal. Bill Matthews, a partner with William’s Life Pension Mortgage and Insurance Services, will hold discussions with the FSA for compensation and costs over a pension review.
We know that we all have difficult jobs to do at the moment but most IFAs do a good job and are respected by their clients. What we do find confusing is the attitudes of some insurance companies and service issues. Some are getting much better and some give appalling service. Here is a story […]
A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]