T Bailey Asset Management has published a plain English guide on the recent changes to the Isa regime for investors. Advisers can obtain free bulk copies from the multi-manager specialist to send to their clients by calling 08451300005.
Potential future deputy prime minister Harriet Harman has distanced herself from the Government’s handling of the occupational pension crisis and admitted it was wrong to reject the Parliamentary Ombudsman’s report.Harman, who is minister for constitutional affairs, is the first member of the Government to question the Department for Work and Pensions’ handling of the debacle.Harman […]
The FSA’s retail distribution review committee on professionalism and reputation meets for the first time this week to thrash out fundamental questions on the future of the advice sector.The eight-person committee is chaired by Thinc Group corporate and strategy director Roderic Rennison and includes Chartered Insurance Institute director-general Sandy Scott and Institute of Financial Planning […]
NPI has been criticised for refusing to transfer pension assets to a divorcee without the signature of the former husband.In 2005, the client’s IFA, CBK, requested a pensionsharing order to transfer three of the ex-husband’s policies with NPI, Norwich Union and Clerical Medical.The client obtained a court consent order from Colchester County Court in March […]
The New Year brings new impetus to make changes to our businesses and time is of the essence.
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]