Progeny Group managing director on the opportunities provided by Mifid II and GDPR to improve business You won’t find Progeny Group managing director Neil Moles complaining about the forthcoming General Data Protection Act deadline or Mifid II. Moles’ response is to embrace new legislation and use it to improve the firm. “Any legislation can be […]
In August 2015, I made the mistake of checking my work emails late one Sunday evening. Instead of turning in for the night, I poured myself a fresh cup of coffee and turned my laptop on. The reason was an embargoed press release from the FCA announcing it was about to undertake a wholesale assessment […]
Sims Financial Planning has become the third adviser acquisition this year for consolidator Fairstone. Three staff will join Fairstone, bringing funds under management to more than £90m along with total fee income of almost £500,000. Sims is the latest firm to be fully acquired by Fairstone after joining its downstream buyout programme in July 2015. […]
Justin Corliss – Business Development Manager Justin Corliss looks at what we know from the recently published FCA consultation paper on pension transfers. On Monday 26 March the FCA released PS18/6, its much awaited response to the CP17/16 consultation paper, Advising on Pension Transfers. While it provides some clarity for advisers, further consultation will be required. Let’s look […]
With a 10 per cent return from his Global Income Fund in the first three months of 2015, Jacob de Tusch-Lec talks to journalist Alexis Xydias about the drivers and why he favours Europe and Asia over the US. Jacob believes European companies remain cheap and is still finding opportunities amid value stocks – in contrast […]
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