Christian Elsmark has joined Scottish Widows Investment Partnership as managing director of Europe. He was previously managing director at FundQuest, the multi-management business of BNP Paribas Investment Partners.
There was probably a quiet celebration in the offices of the Financial Ombudsman Service in South Quay Plaza in London after recent wins in the Court of Appeal involving the long-running dispute with IFA firm Heather Moor & Edgecomb.
This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.
Women are earning, inheriting and controlling more money than ever. Yet very few financial institutions are doing an outstanding job of attracting and serving them. How you sell and deliver financial services to men is not the same as how you sell and deliver financial services to women. Even if men and women end up […]
If you want the crash course in all things leading edge in Fintech visiting a Finovate show can be time well spent, but it’s also an exhausting experience. The first two days of this year’s Fall show in New York involved no fewer than 80 demos of fintech propositions of all shapes and sizes. Anyone […]
Where to start and what to look out for when aiming to meet the financial requirements of the client For their advocates, fund panels are like a palette, which advisers can choose from to come up with a tailor-made investment solution for individual clients. As an efficient tool at the adviser’s disposal, a panel of […]