Debbie Boyes was named Mortgage Adviser of the Year award at the Women’s Financial Adviser Group award ceremony in London’s Dock- lands last Friday. Boyes runs her own mortgage brokerage Debbie J Boyes, which she set up in July 2004, and she has plans to expand her team of four staff. She was previously a […]
Are low interest rates always a good thing? They certainly did not appear to be in Japan. Rising interest rates and the prospect of real dividends from Japanese companies are indicative of a return to health for the Japanese economy and they have been accompanied by a resurgence in the stock-market.
Standard Life is rebranding its suite of retail products with its banking and healthcare businesses simply adopting the Standard Life logo.Standard Life Bank and Standard Life Healthcare will adopt the Standard Life brand currently used by the Life and Pensions business.The provider says Standard Life Investments will retain its individual logo as its customer base […]
Michael Lord has taken over as head of mortgages and credit unions in the small firms division of the FSA.He replaces Andy Watson who has left the FSA.Lord will continue to look after the investment department in the small firms division until February 20. He will be succeeded in the role of head of investments […]
Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]
With a firm understanding of clients’ needs and expectations, more advisers are looking to offer the perfect financial plan to cater for their circumstances, but where is the starting point for selection? A discretionary management service is one of the tools that advisers have at their disposal to craft the perfect plan for their client. […]
The Chartered Institute for Securities and Investment has appointed four new members to its financial planning forum committee. St James’s Place senior manager for partnership development James Mallinson will work with the CISI on organising its forum events and also more broadly on financial planning strategy. Mallinson says: “I am passionate about holistic financial planning and hope […]
M&G Investments will halt trading on 21 funds as it ploughs ahead with plans to shift £34bn of assets out of the UK amid Brexit concerns. The suspensions, which will begin midday Thursday and finish on Monday, are the first of four tranches of planned downtime by M&G so as not to suspend all of […]