Threesixty is offering a treating customers fairly tool to help advisers record customer complaint and persistency rates.
John Lewis Partnership is linking up with Friends Provident to sell term insurance direct to consumers over the phone and internet. Direct services company Greenbee was unveiled this week and will initially sell home, travel and events insurance but will be moving into the life sector next spring. This is the first major retail partner […]
Standard Life has suggested auto-enrolling people into a life insurance policy as they enter the NPSS to address the “criminal” lack of protection for many low-paid employees. Speaking at a fringe event at the Labour Party conference in Manchester last week, chief executive Trevor Matthews said a similar scheme worked in Australia when pension compulsion […]
Fidelity’s new global special situations fund manager has the toughest act in the fund business to follow in taking over from Anthony Bolton but he says he wants to get the message across to investors and advisers that the fund is all about absolute returns and he is not averse to taking substantial risk. Interview by Philip Scott
Personal finance portal Find has bought Defaqto parent company The Independent Research Group in a move that has surprised the IT sector. A management buyout had been widely expected before the acquisition, which is believed to have cost Find £5m. Intelliflo chief executive Nick Eatock says: “If Find reuses Defaqto’s data in a consumer-facing channel […]
By Denise Wond, marketing manager The buy-to-let market has recently been the subject of a raft of tax changes, all of which make it a less profitable and less appealing proposition for investors. In response, we’ve seen a dip in demand for BTL mortgages and that’s bad news for many advisers who will now be looking […]
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The Treasury select committee has published an internal memo in which staff at Royal Bank of Scotland were told to let struggling businesses “hang themselves” in the wake of the financial crisis. Staff at the now defunct RBS Global Restructuring Group listed in a document written in 2009 a number of tips to leverage fees […]
Newly-merged adviser trade body Pimfa is calling for the FCA to change how it plans to calculate the Financial Services Compensation Scheme levy, to take discretionary fund managers out of its remit. The FCA’s consultation on FSCS funding reform said all firms falling under its investment provision funding group are classiffied as product providers and […]
Who holds the power when advisers make investment decisions?