Labour MP for Leeds West Rachel Reeves has taken up the Shadow pensions brief as part of party leader Ed Miliband’s reshuffle.
Treasury financial secretary Mark Hoban’s comments likening the current required qualification level for IFAs to a diploma course offered by McDonald’s are offensive and betray a lack of knowledge about financial services, says SimplyBiz. Hoban made the comments in a Westminster Hall debate this morning which addressed the RDR’s impact on advisers. SimplyBiz managing director […]
Morgan Stanley IQ has reissued three six-year structured products based on FTSE 100 index performance, of which two have the potential to kick out after three years with the option to stay invested until maturity.
The inquest into the death of former Rowanmoor Pensions managing director David Seaton has found that he committed suicide after police discovered he stole £1.1m from a client’s account.
Old Broad Street Research co-founder Richard Downs is to take early retirement on October 22 thanks to the sale of the firm to Morningstar. Co-founder Richard Romer-Lee, currently research director, is to become a joint managing director with Nigel Whittingham, currently develop-ment director. Downs says: “OBSR has been a major part of my life, so […]
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The New Model Business Academy received just over half the Government funding for its apprenticeship programme it was hoping for, which has led to paraplanner and administrator apprenticeships being shelved. NMBA, which is part of the SimplyBiz Group, announced earlier today it is opening applications for its apprenticeship programme this week. In December, it received […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]