I have just returned from holiday and was interested to read the comments of Julian Stevens, Searching in vain for a true professional. I can relate to the proposition that Julian finds himself in. Having considered the position and approached the way he did, I may have also tried the opposite approach – find the […]
The Building Societies’ Association has trumpeted the merger of Nationwide and Portman as an opportunity for a mutual to give the banks a run for their money.The BSA claims its members do not get the same grief as banks for treating customers unfairly and it is healthier to have strong building societies in the mortgage […]
Jardine Lloyd Thompson is setting up a new division to offer independentadvice to senior managers of companies it already advises and other high networth investors.Jardine Lloyd Thompson Private Clients will see the company seek to boostits traditional pensions, insurance and healthcare offerings.JLT Benefit Solutions managing director Duncan Howorth says: “Finances are aconstant worry for employees, […]
While Dubai is leading the way in terms of legislating for expat healthcare in the Gulf, Qatar, Abu Dhabi and others are watching and learning – that’s according to Jelf International’s director of international services, Doug Rice. He believes the pace of change in the Gulf states will continue and that some level of unified healthcare system will be introduced across the region.
Financial advisers waste almost five hours a week doing menial tasks, according to a study by adviser tech platform Advicefront. With an average hourly wage of £46.38, one hour in eight is spent on unnecessary tasks and costs advisers £220 per week in wasted time. The survey asked advisers how much time they spend weekly on […]
Last week, the excellent Money Marketing Interactive Harrogate event took place, where I was fortunate enough to be part of the panel on diversity in advice. Last week also saw the 10th anniversary of the Lehman Brothers’ collapse. “If it had been Lehman Sisters rather than Lehman Brothers, the world might look a lot different […]
The total value of pension transfers fell from £10.6bn in the first quarter of the year to £8.2bn in the second quarter, the latest figures from the Office for National Statistics show. According to AJ Bell, this is the first drop in value of pension transfers since the second quarter of 2016. The figures coincide with […]