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All Types of Mortgages
has appointed Karen Clarke and Rob Miller as regional development managers for the Southern regions. Clarke, promoted from her role as a sales consultant, will be covering Sussex and Surrey. Miller joins AToM from Red Square Finance, where he was a director, and he will be covering Kent.

Swift Group has hired Martin Sims to spearhead sector-specific sales teams at Swift. He will have a traditional account manager role but will also have a range of responsibilities which include developing closer working relationships with packagers. Sims joins from Kensington Mortgages, where he was head of sales development and project management.

Lehman Brothers Mortgage Capital head of lending operations Tom Atkins has switched roles to become head of lending operations for secured loans This new position is an extension of his current operational responsibilities. Guy Batchelor has also been appointed as Lehman Brothers UK mortgage business sales and marketing director. Former Platform head of sales and marketing Batchelor has been with Lehman since January as franchise development director for Europe.

Chris Pearson, formerly sales and marketing director at BM Solutions, will be joining Royal Bank of Scotland Intermediary Partners from the May 1 to become director of intermediary mortgages. He will be replacing Caroline Marsh.

In Retirement Services has recruited former Norwich Union personal finance sales and marketing director Daren Carter as chief executive. Carter replaces Peter Nelson, who is retiring after 12 years with the company.

Network Data has appointed Mark Chilton as chief executive of its new lender Homeowners Mortgages. Chilton has quit broker Purely Mortgages to take up the role at the lender, which will launch later this year.


Geoff Towers has joined Standard Life Savings as chief executive. He joins from Barclays, where he worked for seven years, most recently as director, life and pensions. Towers will head marketing for Standard’s wrap and Sigma and FundZone platform propositions and will report to managing director (sales) Nathan Parnaby.

Gordon Greig left Prudential at the end of March after six years to join Scottish Widows as head of savings and investments. At Pru, he was investment director and was responsible for intermediary and direct marketed with-profits, unit-linked and collectives. He has not yet been replaced.

Stefano del Federico has left Abbey Wealth Management after his role as UK sales director was made redundant. His role, including the marketing of James Hay Wrap, will be split in two following the restructure of its IFA broker operations, with Shaun Sandiford and Damien Conway taking responsibility for the southern and northern regions respectively.

Jim Roberts has joined the advisory board at SimplyBiz. He left Skandia last summer after 26 years with the firm, latterly as group investment director. Roberts will bring his expertise in multi-management and platforms. He also set up Skandia Investment Management in 2002.

Financial services marketing agency Teamspirit has appointed former Liquorice director Mark Hollander as client services director. Hollander will head the team working on the Prudential, NFU Mutual and Sesame accounts. He has worked for Ogilvy & Mather Direct and Evans Hunt Scotland in his 15-year career in financial services marketing which has has included work for Britannia Building Society, Barclays, National Savings and AA Motor Finance.

Life and protection

Skandia has appointed Ian Brown as protection marketing manager, replacing Alison Turner Homes, who left last year to go to Resolution. Brown joins the life office from Axa and has also worked at Scottish Provident. He will be responsible for the development of its protection product and its market proposition. Prudential has nominated former Freshfields Bruckhaus Deringer partner Peter Bloxham for the role of policyholder advocate. The firm has set the ball rolling on the reattribution of its £9bn inherited estate and Bloxham’s official appointment is awaiting FSA approval. Pru Protection, the new joint venture between South African insurer Discovery and Prudential, has named PruHealth chief executive Shaun Matisonn as chief executive of the new business. Matisonn will also retain his current role at PruHealth.

Canada Life Group insurance division has appointed Robert Free as its new national business development manager. Free has over 27 years experience of working in the insurance industry and prior to joining Canada Life, he was branch manager at the Guardian Royal Exchange. Scottish Life has prom- oted Clare Thomson to workplace marketing manager within the corporate business team. Thomson has worked for Scottish Life for over five years and will assume overall responsibility for the promotion of the life offices’ employee benefits admin system works4you.

Standard Life marketing director John Taylor is leaving to join Scottish Widows as market director for corporate pensions in May. Taylor has been responsible for promoting Standard Life’s wrap but is replacing Robert Wyllie (pictured far right) at Widows, who has been appointed to the new role of market director for personal investments and retirement planning.

Former Prudential investment director Gordon Greig has been recently recruited as head of savings and investments at Widows and all three will report to managing director of marketing and distribution Andy Briggs.


JP Morgan European high alpha head manager Ajay Ghambir has left the firm after more than a decade to run a hedge fund for MPC Investors. The innovator behind the JP Morgan dynamic mutual fund range is joining up with a number of former colleagues at the firm, including Miles Geldard and Lee Manzi, who both joined the firm last year. Aidan Kearney has joined Credit Suisse as co-head of the group’s UK multi-manager range. Kearney, who worked at Premier, is the group’s third appointment in the past month, following on from Graham Duce and Rob Bowie, as CSAM seeks to fill the void left by Gary Potter and Robert Burdett’s departures.

Kearney and Bowie worked together on the Artemis fund of funds range prior to its acquisition by CSAM in April 2005. Tilney European growth fund manager Nicholas Sheridan is to join New Star this summer. Sheridans joins the firm as part of the deal that sees New Star acquire three of Tilney’s funds. Sheridan’s £34m European growth fund will be one of the funds to follow him over to New Star, with the portfolio forming part of a new large-cap fund Sheridan will run for the firm.

Bates Investment Services head of communications Paul Ilott is leaving the company after five-and-a-half years. He has no position lined up but it is understood that he has been looking at a number of fund management companies..

Axa Investment Managers has appointed Martin Hall as head of Axa IM UK. Hall will join Axa IM in June from Fidelity, where he was co-head of fixed income. Prior to this, he was head of institutional sales and marketing at Morley Fund Management and chief investment officer (fixed income) for Norwich Union Investment Management. Norwich Union monthly income plus fund manager Mark Gull is leaving Morley after eight years to join Pension Insurance Corporation, a newly launched company which buys and then insures companies’ pension liabilities. Roger Webb will take over the management of the fund.


Euro political row erupts over Equitable

The row between members of the European Parliament’s committee of inquiry into Equitable Life has escalated, with Conservative MEP Sir Robert Atkins accusing Labour MEPs of trying to wreck the report for political gain.

BSA lending doubles in Q1, says BSA

Lending by building societies doubled in the first quarter of 2007, with gross advances totaling £5.47bn in March, says the Building Societies Association. Last year’s figure was £4.2bn for the same period while net advances were £1.85bn in March 2007, versus £815m in March 2006.Building societies had net receipts of £741m in March 2007, compared […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]


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