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PFS conference: The chartered award winners

The Personal Finance Society has named its chartered award winners for 2012 with Almary Green Investments consultant Hayley Tink winning the individual chartered financial planner of the year award.

Lift-Financial won the title of corporate chartered financial planners of the year.

At the PFS chartered awards dinner in Birmingham last week, the highest achiever in the diploma in financial planning award went to Myles Harrison, while the highest achiever in the advanced diploma in financial planning was awarded to Svenja Keller.

The PFS volunteer of the year was awarded to Cascade Wealth Management managing director Simon Haydock and Winterthur Life business development director Russell Anderson.

Paraplanner of the year was awarded to Eldon Financial Planning financial planner Gemma Langlands.

The John Ellis award, which recognises significant contribution to the development of professionalism in financial services, was awarded to the right honourable Lord Hunt of Wirral.

PFS chief executive Fay Goddard says: “This year’s winners saw stiff competition with the PFS chartered awards attracting a record number of entries and this is testament to the increasing focus on professionalism and raising standards within the financial planning sector.”


Ascentric appoints development managers

Ascentric has appointed HSBC regional IFA sales manager Matt Nelson as business development manager and Russell Investments regional director Lester Curley as sales development manager. Nelson has 25 years experience in financial services and has previously worked for Axa Sun Life and Winterthur. Prior to Russell Investments, Curley was Standard Life investment development manager for […]

Emma Simon MM blog

Emma Simon: The need for genuine innovation in the annuity market

Those approaching retirement are caught between the devil and deep blue sea. On one hand there’s the unpalatable choice of locking into an annuity when rates are at an historic low. But with stock markets choppy, the risks and costs inherent in an income drawdown plan can look equally unattractive. Over the past decade there […]

What advisers are saying: Default funds

There are some things that we ought to know but don’t. Until around a year ago I assumed that the banoffee pie owed its place in the great pudding pantheon to the Italians. I rather missed the obvious fact that it is no more than aportmanteau constructed from the words “banana” and “toffee”. To be […]

Investment banker pleads guilty to insider dealing

An investment banker has pleaded guilty to insider dealing in a prosecution brought by the FSA. Former Mizuho International investment banker Thomas Ammann pleaded guilty to two counts of insider dealing and two counts of encouraging insider dealing. Two others, Jessica Mang and Christina Weckwerth, were today acquitted of one count of insider dealing each […]


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