Berkeley Alexander has become the preferred supplier of general insurance products to members of the HomeLoan Partnership network.
The FSA is to demand greater disclosure of significant economic interests in a company’s shares held through derivatives such as contracts for difference.In a consultation paper published today, the FSA says potential market failures could result from using CFDs on an undisclosed basis to influence corporate governance and build up stakes in companies.In September, Pearl […]
There are periods when growth funds, as defined by the average UK equity unit trust, sometimes marginally outperform the average UK income unit trust but this is not true over the longer term.
Gartmore head of distribution Paul Feeney has brought an end to months of speculation by announcing his departure from the firm.
Lifetime Insurance Mortgage Experts network is hosting a series of roadshows throughout the UK on the theme of the ‘fully protected mortgage’.Lime, Tenet’s Tenet’s non-investment network will travel across the UK to eight venues, delivering presentations from primary lenders and hosting interactive roundtable sessions. The roadshows start on November 13 in Edinburgh. Lime members can […]
Much has been publicised about how to calculate the tapered Annual Allowance (AA). Are you aware that any subsequent planning could affect the taper calculations? Read more
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Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.
A recent court case emphasises the importance of robust terms of business, clearly stating the scope of agreement with a client