View more on these topics

Smithson Mason Financial Services appoints account executives

Smithson Mason Financial Services is appointing two new account executives, Phil Dixon and Carol Clift, who will both specialise in investment advice and retirement seminars.

Dixon spent 14 years with Prudential rising to the position of senior financial consultant. Clift has 14 years experience in financial services and joins from Royal Bank of Scotland where she was a financial consultant.

Recommended

No fees from Portman

Portman Building Society has introduced a two-year discounted rate mortgage that has no arrangement or early redemption fees. A 1 per cent discount is offered until August 1, 2003, giving a payable rate of 5.54 per cent. This mortgage is available for loans of up to 95 per cent of valuation and no mortgage indemnity […]

Jim Roberts

A self-confessed “enlightened socialist”, Skandia director of investments Jim Roberts is ready to attack some of the FSA&#39s stances with vigour. The Liverpudlian is currently leading a protest against the regulator&#39s position that past performance is no guide to the future.At Skandia&#39s Pathfinder conference last week, Roberts announced the life office will be writing to […]

Make with-profits more transparent

With-profits contracts are generally long term in nature. Over the term of the contract, policyholders are generally unaware of charges (implicit), investment performance (undisclosed), smoothing impact, incidence of market value adjusters and other factors which might affect bonus (for example, profit-sharing from other business sources).A policyholder who takes out a 25-year with-profits endowment takes a […]

Multi-managers on the menu

Most life offices which are serious about distributing pension products through IFAs now offer funds managed by outside investment houses as well as their own. It is almost a case of having to. Their competitors offer this facility and IFAs expect them to offer it too.The offerings typically consist of UK and managed equity funds […]

Life cover for life

Jennifer Gilchrist Proposition Lead – Design, Royal London When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that way because before the arrival of RDR in 2013, that’s more […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com