Ben Willis has joined Whitechurch Securities as investment manager and head of research. He previously worked for six years at Chartwell Investment Management.
Harry Baldwin has joined Winterthur Life as IT development manager to expand its Professional Edge range of adviser support services.
The Institute of Financial Services has launched a scathing attack on the state of financial education in schools. It says the UK system for personal financial education in schools is chaotic and strategies are piecemeal, unstructured and ad hoc. The remarks are in response to the FSA’s survey, entitled, Personal Finance in Schools, a benchmark […]
Mortgage Express lifetime product development manager Roger Hillier on how Ship is radically improving equity release standards
Principality Building Society is expanding its online advisory service Moneypilot.co.uk to include pension and investment advice. The service offers an online mortgage and insurance system but is aiming for its pension and investment sections to be operating by mid-August. It enables consumers to talk to phone-based whole of market mortgage bro- kers while viewing the […]
As the Royal London Global Multi Asset Portfolios or GMAPs approach their one-year anniversary, Head of Multi Asset Trevor Greetham looks back at performance over the past year and offers his investment outlook for the coming months. Click here
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]