The average transfer time under the Association of British Insurers’ Options initiative remained 11 days in the third quarter, unchanged from the Q2 figure.
Fortis Life UK is teaming up with Sesame to give advisers access to its protection product range.
RAM Capital Partners /Edge Investment Management – Edge Performance VCT F shares
Dev Malle Mortgage View
Sales of variable annuities plunged 58 per cent to £143m in the third quarter of 2009, down from £343.7m in the second quarter, according to Watson Wyatt.
Earlier this year, the Artemis Global Select Fund became a ‘rated’ fund by Rayner Spencer Mills. Watch and read why they rate it and who it may be suitable for… Click here
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Robo firms’ shortcomings around suitability, fee disclosure and identifying vulnerable clients have been highlighted in findings from an FCA review today. The regulator reviewed seven firms offering online discretionary investment management services and three firms giving automated advice. The FCA says service and fee-related disclosures at most online discretionary investment management firms in its sample […]
Wealth manager Brewin Dolphin has acquired the financial planning and investment assets of Dundee firm Clark Thomson Mortgage Finders. Brewin Dolphin gets 150 clients through the deal. David Hogg, one of the directors of Clark Thomson is set to retire after 35 years in the industry. No staff will move to Brewin Dolphin as part […]
Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]