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.
Research conducted among 1,400 intermediaries has revealed increasing demand for mortgages with flexible features. The survey by specialist lender UCB Home Loans found that 69 per cent of advisers reported an increase in the number of applicants requesting flexible features on their tracker mortgages last year.
About 15 years ago, shortly after becoming a journalist on this newspaper, I had an interview with a life office senior executive.
The line-up of fund managers for Skandia’s UK best ideas fund is now unveiled and it is time to see whether this galaxy of stars can shine as brightly as their awesome reputations suggest
It’s in both your interests to bully clients, in the nicest possible way, into having regular financial reviews
By Kunal Desai, Head of Indian Equities The Neptune India Fund’s investment process serves as a key differentiating feature of the portfolio versus its peers, contributing to its significant outperformance under Manager Kunal Desai’s tenure. Focusing on industry disruption, accounting quality, liquidity and corporate governance, Kunal sets out three stocks that he’s buying in the […]
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology