Kerry Nelson, the former Bates Investment Services adviser who helped set up its charity-based PR agency One Voice, has joined BIS' parent The Money Portal. Nelson, who left One Voice late last year, will take charge of communications at retail fund distributor TMP, which bought BIS last Autumn.
GMAC RESIDENTIAL FUNDING Two-Year Express Discount Type: Discounted-rate mortgage Discounted term: Until April 1, 2006 Discount: 1.85% Payable rate: 3.89% Minimum loan: £25,001 Maximum loan: Up to 90% of valuation subject to a maximum of £350,000, up to 85% of valuation subject to a maximum of £500,000, up to 75% of valuation subject to a […]
Bankhall must be one of the outstanding successes in personal finance product distribution in the last decade. Its approach allows new advisers to enhance their regulatory status and the range of advice that they can offer. Starting with non-regulated status via Point One, progressing to a network member authorised to carry out investment business, via […]
Standard Life's year end results show its financial strength is better than analysts had expected with available assets up 9.5 per cent to £4.6bn in 2003 from £4.2bn the previous year. Commerzbank analyst Roman Cizdyn says the mutual's cash surplus compares well with figures published by its main rivals in recent years. Cizdyn says: “The […]
Friday the 13th – never the best day to try anything hazardous – loomed large for Nick Bamford last week. Not only did the poor Informed Choice managing director schedule in a dentist's appointment for the morning but the Diary hears he was expecting to receive his PI quote later the same day.
By George Boyd-Bowman, Fund Manager at Neptune The Neptune Global Income Fund seeks exposure to the very best – and often overlooked – income opportunities from across the world. Unconstrained by benchmarks, the fund currently has 24 per cent invested in Japan, differentiating the high conviction portfolio from many of its peers. Watch Neptune Fund […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]