Equitable Life has appointed Mark Earls as executive director. He joined Equitable in 2002 as head of operations and programmes.
The Royal Society of Arts has critisised the £3,600 annual contribution limit outlined for personal accounts.
IFA firm Informed Choice is planning to recruit seven additional financial planners in the next 18 months.
As part of its strategic growth plans, the Surrey-based business intends to recruit two more financial planners before the end of this year and a further five in 2010.
Investment is the core of financial planning, so I believe the new exams for advisers should give it greater emphasis. Taking out a mortgage is largely an investment decision, so is buying term insurance. But I fear that, like regulators, whose favourite tool is the rear-view mirror, examining bodies will place too much emphasis on the theory of investment rather than the practice.
Well we’ve had scorching weather (yes even up here in Scotland!) and now the Euros 2016 are on – you can’t blame people for wishing life was just one big holiday. With all these distractions it sometimes feels like work just gets in the way of having a good time! But sunny day skivers are […]
- Top trends
- Top trends
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- Scottish Widows mulls Standard Life corporate pensions book takeover
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- How much are advisers charging for pension transfers?
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It is sometimes all too easy to forget that pensions are about income throughout retirement, especially when members are having huge capital sums dangled under their noses like juicy carrots. In final salary land, the current excitement over defined benefit transfers is driven by the enticing sums on offer. It is not surprising 80,000 people […]
Firms say they will finalise plans to move capital and staff across Europe by Q1 2018 Asset management firms expect to have their post-Brexit contingency plans in place by the first quarter of next year, despite fears of a lack of a deal between the UK and the European Union, a Member of the European […]
New entrants to the asset management space will not get authorised unless they meet the same high standards as incumbents, the FCA has said as it launches a hub for start-up fund firms. Earlier this week, the FCA said it would support new entrants to get their FCA permissions through a new suite of services, […]