Money Wise IFA director David Underwood is retiring and is being replaced by new recruit Richard Armstrong, who joins from Regent IFA. Underwood will continue working for the firm in a part-time mortgage adviser role.
Capita has picked up the contract to deliver Co-Operative Insurance Services business processing around 5m new policies.The new business win sees Capita now processing between 13m and 14m policies under administration.Capita will deliver customer services, policy administration, new business and claims activities and their associated technologies across CIS’s life and pensions and unit trust operations. […]
Advisers need to turn to technology to build a sustainable way of business
Every week, I try to write about an issue that strikes a chord with at least some readers of Money Marketing. One way to judge whether I have succeeded is to read the emails you send me in response to my comments.
Most investors are better off than they were 12 months ago despite the summer’s volatility. Will next year bring the (delayed) global slowdown? Artemis’ senior partner weighs up the factors.
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National advice firm Sandringham has made two new board appointments as it seals the hire of former James Hay director John Watson. Watson served as finance director for the platform and its parent IFG Group’s advice business Saunderson House until 2015, before taking over as chief operating officer for financial technology company Equiniti. Sandringham, a […]
Positive sales data has excited the industry but the challenge now is to carry the momentum into 2018
It is that time again where clairvoyants in the investment industry fall over themselves to file their predictions for markets in the year ahead. Analysts will pontificate on everything from the global economy and political stability to interest rates. They will aim to convince us equity valuations are stretched and the only way to avoid […]