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Personal matters

The Chartered Insurance Institute turns its attention to passing J01 – the exam on personal tax. As candidates grapple with the technicalities, there are techniques to help them with the main problem areas


Insynergy relies on India

Insynergy Investment Management has provided UK retail investors with access to an Indian asset management group that was previously available only to overseas and institutional investors.


Carby favourite to buy Home of Choice

Home of Choice is in acquisition talks as it looks to secure its future. Money Marketing understands that former Openwork chief executive Keith Carby is the front-runner to buy the network. It is understood that Personal Touch Financial Services has been in talks but has now ruled out a bid. Openwork is also understood to […]

Protect and survive

Thirty per cent of advisers working for small IFA firms will leave the industry due to the retail distribution review and 30 per cent of all IFA firms will reduce their numbers of advisers. There will be reduced profitability for product providers, with 60 per cent of firms believing the RDR will reduce their turnover. […]

A modern horror story

Every day a quick scan of the news reveals some new horror that will change the lives of those involved forever – the unlucky accident on the way to work, a tragic illness that cuts a young life short or the holiday accident that leaves more than just a scar to cope with. We barely […]


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