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People on the move – Distribution

Wenda Field has joined Intelliflo’s senior management team as sales and marketing manager.

She joins from Synaptic Systems, where she managed the company’s customer-facing teams, inclu-ding internal and external sales, marketing and customer support. She was also responsible for Synaptic’s key and national accounts.

Nucleus Financial Group has appointed Rebecca Christensen as marketing manager responsible for managing communications between the business and its IFA-owner base. She joins from Standard Life, where as part of its group communications team she played an integral part in the firm’s demutualisation last year.

The Financial Services Skills Council has appointed two new board members – Paula Moore and Mike Godfrey. Moore is director of Jupiter Unit Trust Managers and Godfrey is founder and managing director of Southampton-based IFA firm FS3 Ltd.

Moore is responsible for Jupiter’s unit trust operations and client accounting and, a chartered accountant, she has worked in Ernst & Young’s corporate advisory group. She also worked at Apax Partners before joining Jupiter in 1991.

Godfrey joined the financial services sector in 1978 and set up FS3 in 1999. He is a Certified Financial Planner and a Chartered Financial Planner and has built the business into an award-winning employee benefits and wealth management practice, being named Bankhall member of the year 2006.

Origen has appointed Mark Pearson as business development director and Chris Holmes as head of professional connections.

Pearson joins the Aegon-owned IFA from PIFC Consulting, where he was a director, prior to which he was managing director of Baker Tilly Financial Services.

His role will extend across the Origen individual and corporate propositions, including HNW individuals, SME and large corporate clients.

Holmes joins from Mazars and will support the branch consultants in developing new business connections and enhancing the existing relationships.

Steve Herbert also recently joined Origen as senior benefits education consultant, joining from Truestone Employee Benefits, where he was a senior consultant.

National IFA and network IN Partnership has promoted David Burns to associate director and head of IT for the group, committed to developing IT capability for member firms and ensuring they are at the forefront of the application of technology.


FSSC widens scope of training accreditation

The Financial Services Skills Council’s Accreditation board of Training Excellence for Providers is allowing a wider range of evidence to be submitted so that trainers can demonstrate their expertise and gain accreditation.The scheme is designed to demonstrate that training by accredited providers will add real value to their customers. The accreditation process involves audits for […]

Under the influence

There used to be a time, not so long ago, when young boys doffed their caps as their headmaster passed by, when the bank manager was held in such high regard that it was inconceivable to question his authority and when politicians were revered as the custodians of a civilised society.There also used to be […]

On the record

It is essential that coverage provided by all trade newspapers is as accurate as possible. The risk of being accused of sensationalism is high, particularly when many companies in the sub prime sector are feeling the pain.

Industry under fire over pension freedoms

By Jamie Clark, Business Development Manager, Royal London Recent articles in the media have raised concerns about the new pension freedoms. One perceived problem is that across the industry, trustees and providers are not necessarily allowing people to take full advantage of the pension freedoms in situ. This is backed up by a recent survey by […]


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