Kathleen Dickson is joining Scottish Widows Investment Partnership from Baillie Gifford in the newly created role of European equity product specialist. Dickson will work on developing Swip’s European equity and Reit funds.
F&C says it is not tempted to combine its multi-manager experience with its ethical expertise by launching an ethical fund of funds despite greater awareness of issues such as climate change among investors.
The confirmation hearing for the proposed merger of Portman Building Society with Nationwide Building Society will take place on June 7, the FSA says.It will be held at the Norfolk Royale Hotel in Bournemouth on June 7 starting at 11.00 am. The purpose of such hearings is to give interested parties an opportunity to make […]
Software Solutions Partners looks set to buy adviser software provider Sirius after the two companies reached agreement on the terms of the acquisition. Sirius will today post a memo to its shareholders outlining the terms of the scheme as well as consequent meetings and any actions to be taken by Sirius shareholders. SSP is a […]
A widower seeking to minimise IHT on his estate would do well to consider a portfolio of Aim shares.
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
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Almost three years on from the start of the pension freedoms, people approaching retirement are looking for the most effective and efficient way to use the flexibility, while also balancing the various risks that come with this freedom of choice. While there are undoubtedly many opportunities, there are also challenges for both clients and their […]
Lighthouse has increased its pre-tax profits by nearly a third from £1.9m to £2.5m, according to annual results published this morning. The AIM listed firm attributed much of this performance to its advice arm – Lighthouse Financial Advice – doing better than expected. It generated significantly higher gross revenues than targeted and retained a greater […]
Financial services veteran Peter Mann famously reserved a chair at board meetings to represent the client, his view being the only thing that really matters is whether they have been served. Although he winces at being described as client-centric, the ex-Skandia chief executive and Old Mutual Wealth vice chairman’s focus on the customer extends to […]