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SEI appoints former Barclays Wealth Americas head

SEI Global Wealth Services has appointed former Barclays Wealth Americas operations head Fiona Elbourne as head of operations.

Elbourne’s role will see her look to form new partnerships for the firm’s Global Wealth platform. She will be based out of SEI’s London office.

She has also held executive level positions at Morgan Stanley, Murray Johnston and Scottish Amicable.


Finance manager has £5m confiscated over Friends Prov fraud

A fraudster has had almost £5m confiscated from him after exploiting Friends Provident between 2005 and 2009. Former finance manager Paul William Patrick Wood, 50, was jailed for three years in 2010 after pleading guilty to eight counts of fraud which related to two bonds he held with Friends Provident. The Crown Prosecution Service in […]

Lock in protection now for pensions

Colin Batchelor, head of pensions technical at Legal & General Savings, says pension plans could be hit badly unless some tough choices are made quickly


Martin Werth: Protection may never be this cheap again

This is a new column with a one year life span, focusing on the major changes that will impact on the protection market at the end of December 2012.  For advisers there are significant changes around the corner that can’t be ignored. These offer a time constrained one-off opportunity this year, which could add significant […]


Political pressure grows on pension charges

A Parliamentary motion calling on the Government to take urgent action to drive down pension fees has been signed by 48 MPs. The Early Day Motion, tabled last week, says the MPs are concerned that charges are not understood by consumers and could be costing them up to £67.2bn a year. It says most of […]

The FCA’s five fixes for retirement information

The Financial Conduct Authority (FCA) has started to change the way that people will be told about their pension options. In a recent market study paper, they lay out their final proposals on the information that should be delivered to people approaching retirement and how it should look and feel. During 2015, there will be […]


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