SimplyBiz celebrated its 1000th member signing with a day out at Doncaster races last week. The firm says the day was made even more special by having its first and 1000th members join them for the outing. David Brad-shaw, based in Leicester became the first member in December 2002 and Cheshire’s Mark Pedley signed up in June as member number 1000.
Yes “I think they should. It does seem strange that these people can be giving advice to clients without being regulated.” Paul Scott, Scott Financial ConsultantsYes “They do not do a proper job and they charge extortion- ate fees which come out of the client’s compensation.” Alan Goffin, Alan Goffin Independent Financial ManagementYes “If they […]
Offshore funds are often viewed (but not always justly) to be riskier than their onshore counterparts but two recent cases have pushed one IFA to raise awareness of this issue within the advice industry.
BBB is facing a raft of problems.
Whitechurch Network has teamed up with Pink Home Loans to provide its members with a preferred packager facility. The deal allows Whitechurch members to access Pink’s packaged lender panel including its products and branded range.
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
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One of the men behind an illegal collective investment scheme has been sentenced to another year in prison after failing to pay his FCA-ordered compensation. Ross Peters was one of eight men convicted over their role in a land banking scheme. The group ran a Ucis operation through three companies which cold-called potential investors to […]
Aviva has apologised after a website issue left some advisers unable to submit applications on behalf of clients last week. Money Marketing understands online access was disrupted until at least 5:30pm last Friday. It is understood some advisers were unable to submit applications on behalf of clients, for example, life and critical illness cover applications. […]
Retail investors have stuck by Neil Woodford in 2017 despite several multi-managers pulling money from the star fund manager. The Woodford Equity Income fund was the second most popular with Bestinvest retail investors, although Fundsmith Equity was the “clear and decisive winner” when it came to inflows via the investment platform, says managing director Jason […]