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Short list revealed for Premier post

Premier Mortgage Service has revealed three people were shortlisted for the role of managing director John Malone’s successor. It did not issue an offer before deciding Malone would continue in the role.

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Life bonds v mutual funds

The changes to capital gains tax have created uncertainty over the relative merits of different investment products. This has reignited the long-running debate as to whether a client should invest via a life bond or a mutual fund.

Are you being served?

It is hardly surprising that financial advisers continually cite product provider service as a key concern when you consider that many firms waste almost a day each week chasing basic information.

Accord withdraws fixed rates

Accord has withdrawn some prime fixed rate products and says not all products will be replaced.It also says that replacement products will not be immediately available.It will be withdrawing its three year and five year fixed rates with a 1.5 per cent fee.It will also be withdrawing its three and five year fixed rate remortgage […]

FSA fines stockbroker £122,500

The FSA has fined Mansion House Securities Limited £122,500 for giving customers unsuitable and inaccurate advice when selling higher risk shares.The FSA reviewed 30 recommendations relating to higher risk shares, made by Mansion House between May 2006 and January 2007 and found the firm’s advisers had given customers inaccurate information and failed to highlight the […]

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