Fidelity International chief investment officer Nicky Richards is leaving the company after four years. FIL president and CEO for Europe Robert Higginbotham will take over direct responsibility for the investment division until a successor is appointed.
The Financial Services Compensation Scheme has confirmed it will not enforce a time limit for the return of applications for Keydata Category one (SLS) claims, after it sent a letter to investors stating forms had to be received by May 7.
We live in the real world and are not full-time students so studying for exams means striking a balance between business, family and other commitments. The path to chartered status should not be taken lightly
At the second hearing of the Which? Banking Commission recently, several former bank staff gave evidence of the sales culture they experienced while working for some of the biggest names in high-street banking. Following reports of the hearing published in Money Marketing,several former bank employees got in touch to tell us of similar experiences. Here, three former bank advisers talk to Lee Jones about the high-pressure sales culture they experienced when they were working for banks
Only 8 per cent of people regularly seek advice from an IFA on retirement planning while 32 per cent turn to the internet for guidance. Safe Home Income Plans questioned 1,004 people and found 9 per cent had met with an IFA only once, 4 per cent had taken advice from a bank and 6 […]
Edenred has partnered with Johnson Fleming to launch an auto-enrolment solution for small to medium-sized enterprises (SME) that will help employers fulfil their pensions obligations.
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Workplace savings and pensions business Punter Southall Aspire is to acquire Oxford-based IFA Focus Oxford as it outlines its ambition to set up a national advice service. The acquisition is part of the firm’s plan to integrate its retail advisory arm and corporate business. Focus Oxford has £200m of assets under management and the deal […]
Several independent boards of Baillie Gifford’s investment trust clients have written to the FCA about concerns with new Priips key information document rules. Baillie Gifford’s concerns relate to disclosure rules for the documents. It says these are based on past performance and could lead to investors being misled. Baillie Gifford compliance and legal partner Graham Laybourn […]
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