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Wynne-Jones joins Cofunds

Cofunds has appointed Assureweb director of product marketing Stephen Wynne-Jones as head of marketing operations.

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Pifs that can’t get full PI must hold more cash

Personal investment firms that cannot get comprehensive professional indemnity insurance will have to hold significantly higher capital under the regulator’s new prudential rules. The rules require that,where a firm has exclusions on lines of business or on FSA-instigated thematic reviews, it will need to hold additional capital above the new £20,000 minimum or three months’ […]

FSA break-up could see turf war

The FSA admits that reform of its conduct supervision is needed but warns that “a turf war” could break out if its enforcement activity is separated out among different bodies. At a Bloomberg event in London this week, FSA chief executive Hector Sants said the regulator needs to maintain a concentrated enforcement function with clear […]

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]

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