New Star has recruited Robert Jeffree, formerly of Principal Investment Management, as a senior funds analyst on its fund of funds team. The team is led by Mark Harris and manages eight fund of funds, including New Star cautious portfolio.
IFAs that sold Eurolife secured bonds could face a flood of complaints with Eurolife Assurance Group going into administration just 18 months after reaching a compromise deal with investors.Around 2,000 policyholders, who invested a total of 17m in the bonds in 1999 which went into default last year, are now waiting to see how much […]
Liverpool Victoria is to be the first provider to offer Red Arc’s care advisory services to both new and existing critical-illness policyholders. Red Arc’s Extra Care services will be available from September 1 to policyholders free of charge on payment of the claim. Red Arc offers counselling services to policyholders, including a personal nurse adviser […]
With September upon us and the holiday season drawing to a close, it makes sense to endeavour to determine what investment themes might take us into the autumn.
Lender profile: Guy Anker looks at how Royal Bank of Scotland Intermediary Partners is overcoming its service problems
By Mark Martin, Investment Director & Head of UK Equities Register for a live update on 9 July at 14.30 with Mark Martin, who will be discussing Chancellor George Osborne’s ‘emergency’ summer budget, the UK equity landscape post May’s General Election and his outlook for the second half of 2015. Mark will also highlight the […]
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]