Openwork is launching a study programme for advisers looking to attain chartered status. The Route to Chartered Status programme is open to principals, advisers and paraplanners. It will initially deliver face-to-face support at Openwork’s headquarters in Swindon, and subject to demand will offer face-to-face courses at a number of additional locations. Each advanced study module […]
Former Goldman Sachs chief economist Jim O’Neill is to be made a peer and will help shape the Government’s devolution plans as commercial secretary to the Treasury. In a speech in Manchester yesterday, Chancellor George Osborne announced O’Neill – who coined the term Brics to describe emerging economies – would be placed “right in the […]
Octopus Investments is to allow investors to buy and hold shares in its Venture Capital Trusts through adviser-facing platform Transact for the first time. The launch of the service follows a change announced in the Finance Bill 2014 which allows investors to buy VCTs directly via a platform. Previously, investors could only transfer their holding to […]
Former IFA Association director general Garry Heath is to launch a new adviser trade body, Money Marketing can reveal. The trade body will be open to wealth managers and independent and restricted advisers, and is set to launch next month. Heath says there is a “considerable team” behind the organisation. He says: “We are going […]
Most of us would agree that pensions were complicated enough before April 2015, but since the pension freedom changes came into effect it has got a whole lot worse.
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