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Opra consults on guidance for whistleblowers

The Occupational Pensions Regulatory Authority is asking the pensions industry for advice on changes to its reporting procedures.

Opra says its main aim is to focus on matters that pose serious risks to members.


Edinburgh Partners – EP Global Opportunities Trust

Type: Investment trust Aim: Growth by investing globally in undervalued companies Minimum investment: Lump sum £1,000 Investment split: 100% undervalued companies Charges: Annual 0.75% Commission: None Tel: 0131 270 5570

Sofa to seek new MD as Lawless moves on

Sofa managing director Brian Lawless is leaving at the end of February after nearly two years in the role. He is moving to Exeter and felt he would be unable to continue with his present level of commitment to Sofa. He will be taking up a part-time appointment with Jelf IFM Financial Planning in Bristol. […]

IFA says providers are affecting his business

A South-west IFA has slammed product pro-viders for making his clients even more cynical about the financial services industry. Anstey Financial Planning director Gerard O&#39Boyle believes his clients are losing out and his business is suffering becauseproviders are not dealing with them fairly. He has made complaints to Clerical Medical, Pearl, Jupiter and Legal & […]

Correspondent&#39s View

With Christmas just around the corner and more things going on than you can shake a stick at, it is typical that half the office has gone down with flu while the rest are using up the holiday allowance they are not allowed to carry over into next year. The office is eerily quiet apart […]

UK Equities: looking past short volatility

By Mark Martin, head of UK Equities, Neptune With markets facing numerous challenges this year, Neptune’s Mark Martin, manager of the UK Mid Cap Fund, and assistant manager Holly Cassell explain how they look past short-term volatility to focus on maintaining a strong long-term performance record. Read more here Important Information – for investment professionals only. […]


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