View more on these topics

UBS Asset Management appoints retail sales head

UBS Asset Management has announced the appointment of Simon Goodge as head of retail sales.

Goodge joins from Gartmore, where he was head of intermediary and asset management sales. He has been with the fund manager since 1991, and worked in retail sales since then.

His role with UBS will be head up the retail sales team targeting intermediary distribution within the UK and will report to head of retail Graham Kane.


PIA watchdog team has wide knowledge

I write in defence of the PIA Ombudsman with reference to the letter from Christopher Mellor (Money Marketing, November 1).Mr Mellor rightly states individual IFAs are now specialising within certain aspects of the industry.He is concerned that the PIA Ombudsman is similarly unable to understand and have a complete knowledge of all aspects of the […]

Food for thought as Ron Sandler reveals his menu

Any IFAs hungry for an idea of what Ron Sandler is thinking got a belly full last week. The head of the Treasury review of retail savings came to the Aifa dinner to talk to the great, the good and the not so good among IFAs. He gave value for money – the topic he […]

M&G to delay Isa ads

M&G is holding back on its winter advertising drive, predicting that the Isa season may not start until as late as March. Managing director of UK retail Phil Wagstaff says its major ad campaign will not start until the end of January. M&G believes the Isa season will not begin until March rather than the […]

Extra sittings for mortgage exam

The Chartered Insurance Institute is introducing three extra mortgage advice qualification examination sessions to help intermediaries obtain the qualification by the end of 2002.By December 31, 2002 anyone providing mortgage advice and recommendation to clients must possess Maq or its equivalent to meet the Mortgage Code Compliance Board&#39s requirements.The move by the CII means advisers […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm