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Proteau appointed to Standard Life board

Standard Life has appointed Jocelyn Proteau as a non-executive director, effective from August 26.

The insurer says Proteau, 56, has significant experience with mutuals, gathered in the Canadian financial services sector, most recently as chairman and chief executive of the Federation des casisses populaires Desjardins de Montreal et de l&#39Ouest-du-Quebec.

Standard Life chairman Sir Brian Stewart says: “Whilst his experience is of particular relevance to our large Canadian operations, we expect him to make a valuable contribution to the whole of the Standard Life Group.”


Revenue refuses to pay up for blunder

Personal and occupational pension schemes are facing losses of £82m after an Inland Revenue move to recover cash it had paid out in error as contracting out of Serps&#39 rebates. It has led to many schemes facing big shortfalls as falling investment markets mean the present value of the rebated funds is less than the […]

Anglo Irish Bank Isle of Man – Capital Protected Bond II

Type: Capital-protected bond Aim: Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £10,000 Term: Five years six months Place of registration: Isle of Man Guarantee: Original capital returned in full regardless of performance in index Return: 100% growth at end of term or 30% growth after three years if index rises […]

Advisers criticise DWP over new CETV rules

Trustees will no longer need to provide details of why cash-equivalent transfer values have been reduced under new Department for Work and Pensions rules published this month. Advisers say the change means that individuals wanting to transfer their pension rights out of occupational schemes have no way of knowing whether CETVs have been calculated in […]

The real meal ticket

The defined-payment system proposed in CP121 is gone and its replacement, the menu option, will soon take its place. As IFAs wait to find out exactly what is on the menu in the coming months, some are recognising that it is really just the start of the end for the traditional IFA practice as we […]

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


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