Scottish Widows has appointed a managing director of bulk annuities and investment strategy as part of a management shake-up. In October Lloyds Banking Group announced Scottish Widows would enter the bulk annuity market. It has now appointed Jeff Sayers, previously insurance divisional risk officer at Lloyds, to lead the proposition. Sayers joined Lloyds in 2013 […]
Offences relate to trading in shares of IT firm Logica.
Harwood Capital Management has bought discretionary fund manager Wellian Investment Solutions to bolster its multi-manager offering. The Tunbridge Wells-based company, which has £185m in assets under management, will be an integral part of Harwood’s multi-manager business. Wellian’s Alan Durrant and Richard Philbin will continue to be chief executive and chief investment officer at the firm respectively, and will work […]
I would like to remind advisory firms they are required to submit a return to the FCA at the end of each quarter if there have been any changes to retail investment advisers registered with them. This needs to be submitted within 20 business days of the end of the quarter. Firms will need to […]
When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that waybecause before the arrival of RDR in 2013, that’s more or less exactly what they were. For advisers thinking […]
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