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RBS picks new mortgages chief

Royal Bank of Scotland Intermediary Partners has made Caroline Marsh head of intermediary mortgages. She replaces David Jones, who has left the group. Head of business partnerships Louis Kaszczak has also quit the group, with Jayne-Anne Gadhia becoming MD for mortgages.


Senior management reshuffle at HBOS

HBOS has reshuffled its senior management, with mortgages director David Nicholson taking over as retail distribution director. A replacement is expected to be announced shortly. Nicholson replaces Rob Devey, who is moving to HBOS’s insurance and investment unit. A group of former Alexander Forbes directors has set up a professional indemnity brokerage for IFAs. Prime […]

CII unveils Advanced Diploma

The Chartered Insurance Institute has unveiled its Advanced Diploma in Financial Planning which forms the final part of its new financial planning exam framework.The CII says the diploma is designed to develop specialist financial planning capabilities and provide the gateway to Chartered Financial Planner status.It is made up of five units – personal tax and […]

Record results for Helm Godfrey

National IFA Helm Godfrey reported record results for the first half of this year. Profit nearly tripled to 343,823 compared with 125,939 for the same period last year. Turnover increased by 53 per cent to 2.76m from 1.8m.

Summit set for pensions minister to explain reforms

Money Marketing and Cicero Consulting are holding a summit at Westminster with pensions minister James Purnell as the Government prepares to launch its second White Paper. Purnell will talk about the effects of the reforms to an invited audience, who will then be able to question him. Other panellists include IMA chief executive Richard Saunders […]

A tough start for 2017 consensus trades

By Kacper Brzezniak Every year, starting around November, investment banks (and fund managers) begin to drip out their outlooks for currencies, rates, economies, you name it, for the following year. The consensus has been largely wrong for the past four or five years; those multiple rate hikes never came, the bond market is still alive […]


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