Legal & General has been appointed to Park Row’s mortgage protection panel, bringing the total number of product providers on the panel to 12. L&G previously missed out on gaining a place due to concerns from Park Row on its service proposition that have since been rectified.
Credit Suisse Asset Management
Credit Suisse Multi-Manager Incubator Fund
Foreign Currency Direct plc is seeking to establish relationships with financial advisers through a commission-based referral scheme. For each client referred to FCD – the foreign exchange brokerage where a deal is actually processed, the adviser will receive a commission paid as a percentage of the brokerage earned.Commissions will be paid quarterly, including a full […]
Prestbury is looking for acquisitions and is in talks with a number of mortgage networks with deals set to be announced by October. It says it completed a record 130m worth of new mortgage business in July.
Stockport-based Cullen Financial Planning is set for further expansion after signing an agency agreement to acquire the clients and business from 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.
With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.
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- Top trends
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Latest from Money Marketing
Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]