The Personal Finance Society has appointed Smith & Williamson director and national head of financial services Mike Fosberry to take over from Paul Lothian as president. Zurich Intermediary Group chartered financial planner Edward Grant has been appointed PFS vice-president.
In a recovery phase investors typically favour stocks that were the least impacted by the fallout. After the long-term capital management crisis in 1998, for example, investors flocked to technology stocks. With hope returning to the market after the latest crisis, the rally to date has centred on emerging markets and commodities stocks.
The Chartered Insurance Institute has seen a 67 per cent increase in interest from universities wanting to take part in its graduate roadshow compared with last year. In 2008/09, the CII took its roadshow to 30 universities but has a tour of 50 universities on its 2009/10 schedule. The roadshows aim to improve students’ perception […]
Tesco Bank has selected Fiserv and its Signature platform to provide its core banking solution.
Nucleus finance director Neil Howitt is leaving the platform.
Jennifer Gilchrist Proposition Lead – Design, Royal London When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that way because before the arrival of RDR in 2013, that’s more […]
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]