Retirement Plus has hired two senior relationship managers to bolster its regional coverage. Dawn Trustam and Roger Oldbury will be responsible for the Midlands and North Wales and London and the South-east respectively. Trustam joins from RBS and Oldbury joins from Zurich.
The FSA has published a consultation paper outlining proposals to merge the customer functions in the approved persons regime, in response to industry feedback.The paper follows up an FSA consultation from 2005 detailing a series of proposals to streamline and simplify the Handbook.It sets out the implications for the approved persons regime on the back […]
Chelsea Building Society
Buy-To-Let Two Year Fixed Rate
The FSA has sent Dear CEO letters to firms it expects to be subject to the Capital Requirements Directive. Firms have until September 22 to say if they agree with the regulator’s preliminary analysis of its requirements.
For those of you who remember the lord of the black dogs and former MM investment hack, you might be interested to know that Matt Davis is now officially married. Again. Having parted our shores for the rolling hills of Portland, Oregon and the lovely Sue, and having had the civil ceremony earlier this year, […]
The remarkable performance of the TOPIX over the past year has caused many sceptical equity investors to look again at the Japanese market. These returns have come despite very significant problems facing the Japanese economy. Chris Taylor, manager of the Neptune Japan Opportunities Fund, discusses these problems and whether Abenomics will be able to overcome them, enabling the market to continue to rise.
In the video, Taylor addresses the following:
• The size and speed of Japan’s unprecedented monetary policy
• Abenomics and the implications should it fail
• Corporate Japan and beneficiaries of government policy
- Top trends
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Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]
Financial advisers need to engage in less systematic risk tolerance testing to position clients for high investment returns, according to risk profiling firm Oxford Risk. Speaking at a FinaMetrica/miPlanPlus event today, Oxford Risk head of behavioural finance Greg Davies says suitability across the industry is “rife with poor practice”. Davies says the most common adviser […]
The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]