The public administration select committee has published a report calling on the Government to extend its help for victims of occupational scheme collapses to those schemes wound up by solvent employers.
The Financial Services Compensation Scheme has appointed Jonathan Clark as director of claims.Clark joins from the quality and compliance department of Crawford & Company.He will join the FSCS executive team in June and because this is a board appointment the FSA has appointed Clark as an executive director of the FSCS.Clark succeeds Ron Devlin OBE […]
The Prestbury Network has announced it will use the MortgageStream casemanagement system to support its business.Prestbury members will be able to utilise MortgageStream to facilitate caseprocessing, manage their new business pipeline, client relationships andmanagement information.Prestbury Network sales director Kevin Sample says after extensive researchMortgageStream came out on top.He says: “The MortgageStream client management and workflow […]
Five-page special report opens with Mike Kipling, deputy chairman of The Actuarial Profession’s life board, explaining the computations that go into setting annuity rates and how they work to protect the pensioner throughout retirement.
The actions of OPEC have forced the oil supply to fall and producers to cut costs and rationalise, says Richard Hulf In an interview with journalist Alexis Xydias, Richard Hulf, manager of the Artemis Global Energy Fund, explains the impact of the fall in the oil price on energy companies. Alexis also quizzes Richard on […]
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]