AdviceJohn Scott & Partners chief executive Toby Strauss (right) is leaving the firm with immediate effect to pursue other entrepreneurial interests, making way for chairman Andrew Fisher to take over in the newly created role of executive chairman. Fisher was previously chief executive of Cox Insurance Holdings until earlier this year.
Origen business development director Tudor Taylor left the IFA group last month to pursue other opportunities, having been part of the executive team that brought together the five Aegon UK IFA businesses under the Origen brand. Taylor was originally chief executive of Wentworth Rose, the first IFA acquired by Origen.
Jim Humphrey has joined Park Row Corporate & Private Clients from Origen, where he was Wentworth Rose’s and latterly Origen’s most consistently performing IFA. Humphrey joined Wentworth Rose in 1998 and moved to Park Row last month.
David Fishman also joined Park Row Corporate & Private Clients from Origen last month. He had been with Wentworth Rose since 1981.
Bob Simpson joined Whitechurch Securities as compliance director at the end of July while remaining compliance director Gaynor Newman will take sole responsibility for Whitechurch Network.
Whitechurch sales directors Dave Richards and Kevin Bevan were made redundant in July after the IFA group decided it no longer warranted a sales team.
Managing director Ian McIver and chairman Kean Seager will retain responsibility for the sales and marketing functions of both the network and the IFA.
Mark Locke has joined Aegon UK’s press team looking after protection and employee benefits after leaving Bright Grey after a year.
Locke, former comm-unications manager, joined Aegon on August 10 and will be based in Edinburgh.
IndustryJohn Howard is to take over as chairman of the Financial Services Consumer Panel from October, replacing Ann Foster who has been chair since 2003.
Howard is a journalist, broadcaster and qualified solicitor. He has been a member of the panel for four years.
Syndaxi Financial Planning director Robert Reid and Nicholls Stevens Financial Services principal Carole Nicholls have been appointed vice-presidents of the Personal Finance Society.
Investec has appointed John Tevenan from DWS as its London sales director. He will focus on City and West End intermediaries and wealth managers, promoting the full range of Investec’s products.
Tevenan was previously head of discretionary sales at DWS, focussing on London and the Channel Islands.
HealthSure has appointed Matthew Ward (left) as senior business consultant, with a brief to develop corporate sales.
Before joining the healthcare insurance group, Ward spent four years working in business sales with a telecommunications company and 12 years with Barclays Bank.
Punter Southall Financial Management has brought Steve Charlton into its employee benefits team in London. Charlton will head the employee benefits consultant’s group risk team. He has 17 years experience in the industry and joins PSFM from Towers Perrin.
Barry Smith has been appointed to the board of directors of the Pensions Trust – the multi-employer occupational pension fund for the charitable, social, educational and not for profit sector. Smith has been involved with the Pensions Trust and is currently business director for housing agency Safe Haven Yorkshire.