Tory Shadow Chancellor George Osborne says a Conservative Government would scale down the power of the Treasury removing spending responsibilities and its role in administering in-work and universal child benefits.
The key to creating a happier team who enjoy what they are doing
Harry Baldwin has joined Winterthur Life as IT development manager to expand its Professional Edge range of adviser support services. Baldwin was previously in a freelance role providing IT consultancy to IFAs.
Confusion surrounds the future of Sesame’s parent firm Misys as three former directors try to take control and break up its three divisions. Ross Graham, John Sussens and Mike O’Leary, who between them have a 4.5m stake in the firm, are worried Misys could be sold too cheaply and want to maintain its listing and […]
Three interesting and complementary announcements by lenders recently are likely to produce some significant changes and opportunities for intermediaries.
At Pictet Asset Management we believe active management of asset allocation is the most important generator of returns. What is not to be in our portfolio is just as important as what is to be because good performance is determined as much by the assets you avoid as by those you hold. The FP Pictet Multi Asset Portfolio managers are not wedded to any particular […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]