Jacqueline Wilson
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Advisers See Pension Freedom Changes As Biggest Development Opportunity
The vast majority of financial advisers (90%) see the UK pension freedom changes as their single biggest business development opportunity. This is…
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Key FAMR Issues
The key issues surrounding the Financial Advice Market Review (FAMR) are, according to leading experts from across the industry, a need for…
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EISA Director General To Step Down
The Director General of the Enterprise Investment Scheme Association (EISA) is to step down. Sarah Wadham, who’s held the position for three…
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Biddle Appointed Senior Business Development Manager
David Biddle has been appointed a Senior Business Development Manager at the discretionary fund manager Standard Life Wealth. He has responsibility for…
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AIM Masterclass From Octopus
A masterclass on the Alternative Investment Market, with Octopus Investments. Thursday 18 February, 11am. Click here to register. Discover why the Alternative…
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Sanlam Continues Fight Against Prostate Cancer
Sanlam is continuing its sponsorship of the Go Dad Run series, which boosts awareness of men’s health issues and raises money for…
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CS Healthcare Appoints New CEO
Specialist insurance provider CS Healthcare has appointed a new Chief Executive Officer. James Parker joins from global health service provider Cigna Healthcare,…
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Greyfriars Acquires Independent Financial Services Division
Wealth specialists Greyfriars Asset Management has acquired the Independent Financial Services Division of Chesham Insurance Brokers. Greyfriars, which is based in Leicester…
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Killik Launches New Multi-Asset Service
Private client stockbroker and wealth manager Killik & Co has launched a new a multi-asset service designed for sophisticated investors with portfolios…
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ISAs Increasingly Popular As Part of Retirement Planning
New research has shown that advisers are increasingly recommending ISAs as part of retirement planning as rules on pension flexibility and lifetime…

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