Beacon Capital Holdings is entering into non-conforming lending with the launch of Beacon Homeloans. The lender will distribute exclusively through the Regulatory Alliance of Mortgage Packagers. The group now consists of its IFA arm, Beacon Asset Management and packager, Beacon Mortgages.
Financial Objects has appointed Nicola Price as marketing director, with her role including overseeing the integration of the recently acquired Wealth Management Software.Price joins from TIBCO Software where she was responsible for field marketing and lead generation activities across Northern Europe.Price says: “I am delighted to join Financial Objects during this exciting period of change […]
Stockport-based Cullen Financial Planning is set for further expansion after signing an agency agreement to acquire the clients and business of Rochdale firm, MoneyPlan Financial Services. The deal will see the transfer of over 1,000 corporate and private clients into the Cullen portfolio and raise its turnover to over 2.5m.
The Social Market Foundation has set up a working group to design a practical model for pension compulsion. The group will bypass discussions over the merits of compulsion and focus on producing a workable model. Watson Wyatt partner Michael Wadsworth is chair and members include FSA consumer panel member Harriet Hall, TUC pensions officer Michelle […]
Structured Solutions Group has brought out the early bonus plan III a guaranteed equity bond linked to the performance of the FTSE 100 index for a term of six years.
By Chris Taylor, Manager of the Neptune Japan Opportunities Fund H1 2014 Economy: after a harsh winter that slowed activity in the economy, the main event of the first half of the year has been the debate over what impact the 1 April VAT hike from five to eight per cent would have; we are […]
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Inflation has delivered an unwelcome Christmas surprise for households, investors and the Bank of England as figures released today defy the consensus the UK consumer price index had peaked at 3 per cent. Bank of England governor Mark Carney will have to write to Chancellor Philip Hammond as the inflation figure hits 3.1 per cent […]
There is no doubt software tools have improved our efficiency as advisers. But are we over-reliant on these tools and are they fit for the job? Despite protestations from manufacturers of robo-advice platforms, software does not give advice. It requires a human to translate the output of the tool. Indeed, that same human is uniquely […]
State Street Global Advisors has taken a strategic equity stake in direct to consumer pension platform PensionBee. As a result of the financing, PensionBee, which was launched in 2016, will expand its white-label product line to offer pension consolidation services to banks and life companies. PensionBee already has partnerships with fellow fintech company Revolut and […]