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People on the move: Pensions

Prudential chief executive Mark Tucker is to step down from his position in October, with group financial officer Tidjane Thiam taking over the role. Tucker, who has been at the insurer for 25 years and held the position of CEO for the past four, has not revealed his future plans although he insists he has “one more big job” in him.

Watson Wyatt has recruited Martin Pike to replace retiring global director of insurance and financial services consulting practice Philip Brook. Pike, who joined Watson Wyatt in 1983 and has worked as head of the firm’s European insurance and financial services practice since 2006, will take on the role in July.

Rowanmoor Pensions has appointed Peter Callcut to the role of regulated consultant for the London area. Callcut, who will report to regional consultancy manager for London Toby Lumsden, joins the firm from Positive Solutions, where he was an IFA specialising in inherit- ance tax and investment planning.

Glyn Jones has taken up the role of business development manager at A J Bell for the South-east and London. Jones joins from Fidelity FundsNetwork, having spent eight years working as regional sales manager for the London area. A J Bell says Jones brings a broad range of experience to the firm, having been involved in Fidelity’s platform business from launch.

Zurich has hired five new pension consultants to raise the awareness of the firm’s pension proposition in the intermediary market. Alan Godbeer, Andy Nash, Dave Lawson, Paul Rutland and Mark Thewlis will also be responsible for hosting technical pensions semin- ars to support Zurich’s reviewing pensions fairly campaign.

Godbeer joins from Legal & General, Nash was previously an IFA and Lawson joins from Scottish Widows. Rutland previously worked at O&M Systems and Thewlis previously worked for Clerical Medical as head of pensions sales.


Job cuts loom at AWD Chase de Vere

Bristol-based IFA firm AWD Chase de Vere has entered into a consultation period which may lead to redundancies. The firm refused to comment on the cuts.

Recession guide for advisers

J P Morgan has launched a guide to help advisers safeguard their businesses against the recession.The pack offers tips on how to cut costs, maintain profit margins, diversify customer base and improve client communication as well as addressing concerns and issues IFAs may have in the current market environment.It also features anecdotal tips from four […]

Time for the super-prime

A new report from the Building Societies Association predicting the shape of the mortgage market in 2020 suggests that IFAs rather than brokers will take centre stage in mortgage distribution.2020 Vision: The Mortgage Of The Future, written by mortgage expert Peter Williams outlines some of the possible outcomes resulting from the changing funding environment and demographic shifts.


Case study: administration — implementing a management log

Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.


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