View more on these topics

Securities Institute sets an examination for IFAs

A new qualification for IFAs from the Securities Institute has received accreditation from the Government&#39s education regulator the Qualifications and Curriculum Authority.

The exam, which has been developed in response to the FSA and Financial Services Skills Council exam review, has four papers. The first sitting of papers one, two and three will take place on January 31, 2005, with paper four the next day.

The qualification is aimed at IFAs, accountants and solicitors giving financial advice, client relationship managers working with high net worth clients in a private bank, advisers selling the new range of stakeholder products and bancassurers.

It will cover UK financial services, regulation and ethics, investment and risk, retirement planning and protection, and investment and financial advice.

Securities Institute chief executive Simon Culhane says: “The institute&#39s history in developing and delivering examinations for the securities and investment industry means that we are well placed to respond to industry requirements and develop a new qualification which adds value to firms, ensures their staff are competent and will benefit the ultimate consumer of the qualification – the public.”


DWS switches Euro opps manager

DWS Investments has changed manager on its European Opportunities fund.Paras Annand has taken over from Julian Barrell, who had run the portfolio, which holds 25 equally weighted stocks, since its launch in November. Since taking the reins, Annand has already changed 24 of those 25 holdings and moved the fund towards a mid and small […]

Kreis Consulting – Cavendish Aim VCT

Type:Venture capital trust Aim: Growth and income by investing mainly in companies listed on Aim Minimum investment: Lump sum £3,000 Closing date: April 5, 2005 Charges: Initial up to 5.5%, annual 1.8% Commission: Initial 4% or initial 3% and renewal 0.25% for four years Tel: 0141 564 152

B&W launches first start mortgage

B&W is launching a joint mortgage between home-buyers and their parents or other family members to help first-time buyers get onto the property ladder. First Start is designed to take the burden of providing a deposit away from parents while allowing first time buyers the opportunity to buy a suitable property. The First Start mortgage […]

The end of the Furbs as we know it

Well, this is the last installment of my consideration of unapproved pension schemes and how the rules for their taxation will change after A-Day. I have also touched on the fact that proper pension provision depends on a combination of: •Investment selection and management, taking due account of appropriate asset allocation, diversification and correlation principles. […]

Artemis Global Income: favouring Europe over the US

With a 10 per cent return from his Global Income Fund in the first three months of 2015, Jacob de Tusch-Lec talks to journalist Alexis Xydias about the drivers and why he favours Europe and Asia over the US. Jacob believes European companies remain cheap and is still finding opportunities amid value stocks – in contrast […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm