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FCA: Pension scammers target East of England most

The East of England is the region where people have experienced the highest percentage of scam attempts on their pensions or investments over the past 12 months, the FCA says. Its latest Financial Lives survey published today looks at the financial situation of people across the UK and highlights where people may be more vulnerable. The […]

National IFA sets up mortgage advice firm

National IFA CWB Group has launched a dedicated mortgage advice company. ReSource Mortgages will be headed up by managing director Alan Holmes, who has previously worked at Lloyds Banking Group and Barclays. The IFA, which has offices in Market Harborough, London, Bromsgrove and Glasgow, will base the mortgage advice firm in Bristol. Holmes will run a […]

Advice firm partners with university to tackle recruitment challenge

Bournemouth-based IFA Kevin Forbes of Strategic Solutions has partnered with consultants from Simplify Consulting, representatives of Bournemouth University and other IFAs to launch a student placement programme to encourage young people to join the profession. The “plug and play” initiative Future of Advice is aiming to get 10 students each year placed in advice firms […]

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Rathbones to drop Speirs & Jeffrey name after £104m acquisition

Scotland’s largest independent wealth manager Speirs & Jeffrey will change its name after its £104m acquisition by Rathbones. Rathbones announced this morning it is buying Speirs & Jeffrey, which has funds under management of £6.7bn. The initial consideration of £104m comprises £79m cash and £25m through the issue of new Rathbone shares. Rathbones is also lining […]

Colin Simmons

Blending solutions to provide more income stability

Colin Simmons, Prudential Business Development Manager, writes about greater income stability through blending solutions with a Prudential Trustee Investment Plan (TIP). With the introduction of Pensions Freedom and choice, more advisers have been focusing on, and recommending income drawdown products for retirees. However,  the flexibility provided by no limits for drawdown income creates a problem […]

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