E-commerce has long been a crucial issue in the selection of group pension providers but as the deadline for personal accounts looms, it is clear that providers either need to get this issue right or simply decide not to play. Although the Government will no doubt promise a slick, easy-to-use process, the track record of […]
This guide from Johnson Fleming, entitled ‘Choosing an auto-enrolment provider’, will take you through some key questions you need to ask and what information you want to be finding out in response to these.
Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]
Two professional bodies have joined forces to co-brand and promote an Islamic finance qualification. The Chartered Institute for Securities & Investment’s Islamic Finance Qualification was launched in 2007 and has now got backing from the Association of Chartered Certified Accountants. CISI and ACCA signed a memorandum of agreement regarding their collaboration on the Level 3 […]