Montpelier is starting an in-house fund management arm and its own branded range of Sipps next month. Montpelier Capital Management will provide discretionary management services to clients, with third-party administration and back-office systems provided by US financial services giant Raymond James. Montpelier managing director Peter Bridges will act as investment manager and tailor multi-asset portfolios […]
Sesame chief executive Patrick Gale claims multi-tied rivals, including Barclays and Openwork, run a quasi-tied model while Sesame’s Select offering allows advisers independence of thought. Gale says Select advisers can go off panel and access the whole of the market while other companies restrict their advisers’ choice of provider and have effectively just tagged extra […]
A friend and client of mine has a small Prudential pension policy (fund value 1,800). He has just received documents and papers for the commencement of the annuity and the payment of the lump sum. The number of pages in these documents? There were 79. In the immortal words asked of the great George Best: […]
Jelf Employee Benefits discusses the legislative changes in Dubai, available medical facilities and policy considerations for employers with expatriate workforces in the country. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Dubai, or are considering operating there in the near future.
Ahead of his appearance at Money Marketing’s flagship conference, Money Marketing Interactive, this April, Helm Godfrey chairman Danby Bloch looks at getting graduates into advice and making adviser the ‘go-to gurus’ of finance What should we be doing to get more new advisers into the profession? There’s no quick fix, but there are lots of […]
The way centralised investment propositions run today is far from perfect. So where do we go from here? There should be a name for the rule of thumb that says, just as the retail financial services industry reaches some consensus that something should be done a certain way, it all starts falling apart. In fact, […]
A look at the important take-aways from the senior manager regime’s previous implementation for those beginning their own preparations The forthcoming extension of the Senior Managers & Certification Regime represents the next major regulatory change that gets to the heart of a firm’s culture, governance and operational considerations. SM&CR implementation will not be a one-time […]