The Pensions Advisory Service is due to launch its annuity service to consumers by the end of April in a bid to increase the number of people using the open market option.As part of the Government’s review into the annuity market, it announced a number of measures which included TPAS setting up an internet-based structured […]
An Abbey banking adviser suspected of a massive fraud fled the country following a bank audit before returning to face arrest, a court heard.Susan Robertson, 50, a personal banking adviser with Abbey in Milngavie near Glasgow, admitted a series of embezzlement charges when she appeared before Dumbarton sheriff court.The court heard that in addition to […]
IFA Consortium will be hosting its key adviser forum in Rome this year in September. The collective, made up of Alpha to Omega, Falcon Group, FSAS and pi financial, will hold its event at Parco dei Principi in Rome from the 18 to 19 September, 2008 with 50 key advisers from the consortium will come […]
Matt Shafer, Head of International Distribution, discusses the firm’s philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
Former Tilney executive Nick Reeves will join Deutsche Bank as the head of UK financial planning from January. The Frankfurt-headquartered bank says the appointment continues a build out of its markets since UK chief executive Michael Morley was appointed in July 2017. Morley says: “We are committed to building a model advice-led wealth management business […]
The money of thousands of investors from troubled Sipp provider and discretionary fund manager Greyfriars Asset Management have been secured through an acquisition. Sipp administrator Gaudi has successfully transferred 4,000 Sipp and Isa accounts from Greyfriars onto its books. The acquisition agreement was signed on 21 September and has now been completed. Gaudi managing director […]
One in four advisers are working upwards of 50 hours a week and cite complex regulatory and compliance requirements as the catalyst, Prudential research shows. The 2018 Adviser Barometer surveyed 200 financial advisers across the UK and shows just 14 per cent worked more than 50 hours a week last year. Thirty-two per cent of respondents […]