When a mega-merger like one the size of Standard Life Aberdeen happens, it should not come as a surprise when some staff are not entirely enthusiastic about it. That is why firms like Investec Asset Management have been happy to open the doors to many of those who found themselves in the middle of such […]
Sipp firm Carey Pensions has claimed it never supplied marketing material to unregulated introducers to promote its products, as its High Court case rumbles on this week. Carey Pensions chief executive Christine Hallett gave evidence in the third day of the case yesterday, in which lorry driver Russell Adams alleges Carey Pensions missold him a Sipp. Prosecution […]
Clifton’s Adam Tavener on pension-led business funding and the crisis in the Sipp market There is a “quiet crisis” going on in the self-invested personal pension market, according to Clifton Group’s chairman Adam Tavener. Clifton specialises in providing services to SMEs through four business units – Sipp and small self-administered scheme subsidiary Morgan Lloyd; financial […]
Advice firms are doing well at the moment. What we do has been recognised as important and we have been busy. We are profitable and standards are high. But just how sustainable is even the best business? Picture yourself presenting your firm on BBC’s “Dragons’ Den”. It all sounds good to start with: a client […]
Those of you who have read any of the political manifestos over the previous weeks may have noticed one glaring omission from all the publications: the subject of welfare reform and the role that income protection could (and probably should) play in this process.
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