Personal Finance Society president Paul Lothian started his financial services career at the age of 17 when, struggling for a big break in the music business, he joined his parents’ Dundee insurance brokerage as an office junior.
By Sarah Scott, marketing consultant You might think the question in the title is a strange one. Perhaps even more so when you learn that it’s one of several asked as part of an assessment for Employment Support Allowance eligibility in the opening scenes of the 2016 film, ‘I, Daniel Blake’. Daniel is a carpenter […]
The FCA’S interventions in to the mini-bond marketing of London Capital & Finance’s are under the spotlight, according to FCA chief executive Andrew Bailey. He made the point while giving evidence to the Treasury select committee about the watchdog’s work practices. Bailey was questioned on the lessons the watchdog has learned so far about the […]
The challenge is not just about getting the right people, but keeping them interested The success of advice firms has presented them with something of a dilemma. Many have grown their client banks significantly, which they now need to service and retain, while at the same time looking after the needs of new customers. And […]
Three quarters of advisers feel the defined benefit transfer market is struggling to match supply with demand and work effectively, research shows. Figures from Aegon found two thirds of surveyed advisers who currently provide DB advice say there are not enough specialists to meet customer demand. These figures follow the FCA’s reveal of a recent […]