Sun Life of Canada has appointed Tony Watts as new head of audit at its British headquarters in Basingstoke. A Price Waterhouse chartered accountant, he has completed stints with Morgan Grenfell as a chief internal auditor and at Deutsche Bank in London where he performed the same role. He succeeds John Webb who is working on other projects in-company.
Virgin Direct have called on the Government to introduce a catmarked personal pension based on the catmarked Isa.The bank is calling on the Government to introduce what it says are strict standards for personal pensions immediately.Virgin Direct chief executive Rowan Gormley says: “The industry howled when Cat standards were first mooted for Isas, but now […]
The Corporation of Insurance & Financial Advisors has changed its name to the Corporation of Insurance, Financial & Mortgage Advisors. The trade association was initially formed in 1968 as the Corporation of Mortgage Brokers. The change was announced at its annual lunch last week.
The Pensions and Benefits UK Conference takes place this week, where Jelf will have a stand.
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More and more of my conversations with advisers are focused on those clients that have exceeded the lifetime allowance and have either not been eligible for any of the protections available at the time or have invalidated the options before they realised. There is little the adviser can do; a problem compounded thanks to not […]
M&G is to transfer four UK-domiciled funds to equivalent Sicavs on its Luxembourg platform in a “prudent” move amid uncertainties around the Brexit negotiations. The £275bn fund group, which has already outlined plans to launch Sicav funds in Luxembourg, will move £6bn in assets to the continent by November of 2017. Subject to shareholder approval, […]
Chief executive of technology provider best known for its transfer service to stand aside after 10 years at the top