Hightree Financial Services, Financial Management Group and Total Financial Solutions have all joined IFA consolidation vehicle Succession Advisory Services. The firms have combined assets under management of more than £500m.
At the time of writing, the general election is still a week away but by the time this magazine arrives on your desk it should be polling day. ith the opinion polls still showing a genuine three-horse race, it would be foolish to try and make any predictions, so I’m not going to try. But […]
The Council of Mortgage Lenders has hit out at the FSA’s proposed approved persons regime, claiming that lenders’ staff should not be included in its scope, and that the new rules could delay the recovery.
SEI Investments/Cofunds – SEI Strategic Portfolios – Growth Fund
SEI Investments/Cofunds – SEI Strategic Portfolios – Core Fund
A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.
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Phoenix Group, Alliance Trust Group, Zurich, and Old Mutual Wealth are amongst the most complained providers in the latest FCA complaints data. A total of 3.76m complaints were received by the FCA during the second half of 2017, up 13 per cent on the first half of the year. Alliance Trust Savings is the most […]
The FCA is reviewing the market for preference shares following the furore over Aviva’s recent decision to cancel its high-yielding preference shares at par value. FCA chief executive Andrew Bailey says in a Dear CEO letter that the regulator is reviewing the prevailing market for certain fixed income shares, particularly those classed as perpetual, irredeemable […]
Five years on from the RDR, and the independent vs restricted debate still holds an exalted position in the market. Significant swathes remain fiercely evangelical in their belief that independence is a pipe dream, or that restricted is a recipe for disgraceful shoehorning. Many of these people are unmoved by the dearth of conclusive evidence […]