View more on these topics

Perception sets up workshops for supervisors

Perception Support is hosting two training workshops for supervisors in London and Birmingham in April.

The Competent Supervisor workshop is a two-day intensive session aimed at training and assessing those new to a supervisory role.

It will address all areas that the FSA expects such staff to cover, including the training & competence rulebook, monitoring and assessment, coaching skills, feedback and the training process. The workshops will be held in Birmingham on April 15-16 and in London on April 21-22.

The Supervisor Refresher is a one-day workshop to help advisers update their knowledge of the supervisory role and refresh skills in areas such as coaching, assessment and feedback.

Perception Support says this is ideal for experienced supervisors, managers and compliance monitoring staff who want to brush up on their knowledge and skills. It will take place in Birmingham on April 14 and in London on April 20.

Chief executive officer Phil Billingham says supervision is where “the rubber meets the road” in an IFA practice. He says: “If you take any element of a business, effective supervision is what makes it happen. This includes maintaining and increasing adviser competence, embedding TCF and sharing best practice.”


T Bailey still on target

T Bailey says it will not rest on its laurels now it is one of only two multi-managers left in the Investment Management Association’s UK equity income sector.

Investec launches multi-asset protector

Investec has the launched the multi-asset protector fund which aims to provide cautious investors access to the market through a multi-asset portfolio while providing and 80 per cent protection barrier against equity market falls. The fund will be managed by Max King and Philip Saunders.

People on the move: Distribution 19/03/2009

Money Portal chairman Richard Hambro has decided to step down. Hambro, who has been battling with a serious illness for some time, will be replaced by Mark Tennant, who has been a member of the Money Portal board for several years. He has also held senior roles at Hambros Bank, Hill Samuel and also JP Morgan.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm