Association of British Insurers policy adviser Ben Stafford is leaving the trade body to become an account director at Cicero Consulting. The ABI is recruiting for a replacement.
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No such thing as certainty
The election saga unfolded in apparent slow motion as I endeavoured to detach myself from the ups and downs of investment life several hundreds of miles away from the scene of the action. But a combination of modern communications technology, volcanic ash disruption and indifferent weather found me following the drama more closely than I […]
Artemis UK growth fund to add shorting strategy
Artemis UK growth fund manager Tim Steer is planning to start shorting stocks in his £322m fund next month.
Control issues
Chris Salih predicts how the proposed capital gains tax increase will play out in the sector
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FSA clears up confusion over existing trail post-RDR
The FSA has confirmed that advisers will be allowed to continue to receive existing trail commission post-2012, even when a firm is sold or joins a network.
Developing your personal relationships – Webex
Read more 9amFinancial advisers and solicitors working together Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA) Listen to Ian’s expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes. Register here 10am Financial advisers and accountants working together Presented […]
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2018 in review: The year in pensions
New DB transfer rules, Sipp legal cases and CDCs are the big pensions news this year says Michael Klimes
Phil Wickenden: Make 2019 all about client experience
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
Trade bodies urge trustees to hold investment consultants to account on ESG issues
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]