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 […]
The FCA and The Pensions Regulator say they will use a broader range of interventions to drive up value for money for savers. In their joint strategy on pensions launched today, the watchdogs identify two new priority areas for joint action going forward. The first is a strategic review of the entire consumer pensions journey […]
The Pensions Ombudsman has instructed Suffolk Life to pay £500 in compensation for failing to transfer a member’s benefits into his occupational scheme on time. In the ruling, a complainant referred to as Mr S says Suffolk Life as Sipp administrator is responsible for a loss of investment growth because of a delayed transfer. In 2012 […]
Tatton Asset Management has reported a 16 per cent increase in assets under management over the last six months. Total funds have now passed the £5bn mark to reach £5.7bn as at the end of September. Tatton Asset Management is the parent company of both Tatton Investment Management, a discretionary fund manager, and Paradigm Partners, an […]