View more on these topics

People on the move: Distribution

AWD Chase de Vere marketing director Martyn Laverick has left the IFA firm as part of a management shake-up. The reshuffle will also see operations director Robert Organ leave the company. There has been five additions to the executive board, including Andy Papadopolous, Phil Andrews, Peter Russell, Param Basi and Daniel Baade.

Macquarie Wrap has made three appointments to its adviser support team. Phil Weston joins as a business development manager, focusing on the Midlands and the South-west. He moves from James Hay, where he was a relationship manager for its wrap service. Peter Wyatt has been appointed business development manager and joins from Santander Private Banking, where he was responsible for delivering business for James Hay wrap and Sipps and Santander structured products. Wyatt will focus on London and the South-east. Lucy Kingston has been recruited as training and relationship manager and joins from Standard Life.

Legal &General has recruited former Standard Life Savings chief executive Geoff Towers. During his time at Standard, Towers was responsible for the firm’s platform and went on to bec-ome a marketing director for Standard’s affluent client base. At L&G, he will have responsibility for marketing, platforms and business retention.

Standard Life head of trading Mark Polson has left the company after three years. He joined as head of communications and PR for Standard Life Savings and helped to develop Standard Life’s wrap proposition.

Zurich wealth solutions sales manager Eddie Grant has been appointed president of the Personal Finance Society. Grant takes over the oneyear presidency from Smith &Williamson national head of financial services Mike Fosberry.

Positive Solutions has appointed James McCourt as compliance and risk director. Prior to joining PosSol, McCourt’s roles included head of regulatory compliance at Royal Bank of Scotland and risk director at Kwik-Fit Financial Services. He will lead and develop PosSol’s compliance, training and competence and risk teams.

Recommended

3

FSA defends fast-track ban

The FSA says fast-track mortgages would just become “self-cert by another name” if  the regulator decided to allow lenders to offer a fast-track service. Speaking at the Building Societies Association annual mortgage seminar this week FSA mortgage policy manager Lynda Blackwell said that self-cert mortgages have been largely withdrawn from the market in the wake […]

N&P and Carval give cash lifeline to Lifemark

Norwich & Peterborough Buil-ding Society and US hedge fund Carval have provided lifeline capital to Keydata’s Lifemark. N&P chief executive Matt-hew Bullock and Lifemark’s administrator Eric Collard of KPMG Luxembourg have been nailing down the final details of a shortto mediumterm package of debt facilities this week. The £1.5m loan facility has been made available […]

45

SimplyBiz slams Hoban’s “offensive” McDonald’s RDR comments

Treasury financial secretary Mark Hoban’s comments likening the current required qualification level for IFAs to a diploma course offered by McDonald’s are offensive and betray a lack of knowledge about financial services, says SimplyBiz. Hoban made the comments in a Westminster Hall debate this morning which addressed the RDR’s impact on advisers. SimplyBiz managing director […]

Out of context

“I’ve run two big technology companies but have trouble turning on a PC”Cofunds chief executive Charlie Eppinger reveals his technophobia at the Cofunds annual dinner “Just waiting for new series of Come Mine With Me to start.”Institute of Financial Planning chief executive Nick Cann tweets about his new favourite Chilean reality TV show “The FSA […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment