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News by: Jun Merrett

Ascentric appoints Royal London exec as managing director

by Jun Merrett on Jul 28, 2014 at 11:25

Ascentric has appointed a managing director.

LV= boosted by surprisingly strong annuity sales

by Jun Merrett on Jul 28, 2014 at 10:22

LV= bucks post-Budget predictions with life sales of £732m.

Tenet secures 7,000 signatures for long-stop petition

by Jun Merrett on Jul 25, 2014 at 12:32

Tenet is set to continue the battle in talks with the regulator

Lloyds set to pay £300m over Libor manipulation

by Jun Merrett on Jul 25, 2014 at 07:36

Lloyds is set to pay up to £300 million to UK and US regulators.

Lucky escape: when firms avoid FCA fines

by Jun Merrett, Michelle Abrego on Jul 24, 2014 at 15:31

We take a look at the top 10 times firms have escaped being fined by the regulator.

Is Transact sale finally going to happen?

by Jun Merrett on Jul 24, 2014 at 13:29

The long running rumour may have taken an interesting turn.

Succession acquires eighth IFA boosting assets by £100m

by Jun Merrett on Jul 23, 2014 at 11:54

Succession has acquired a Halifax-based advice firm for £3m.

Gov't pays out £1bn to Equitable Life policyholders

by Jun Merrett on Jul 23, 2014 at 07:57

The government has paid out almost £1 billion to 877,000 policyholders.

Adviser Workshop: How to implement a fixed-fee model

by Jun Merrett on Jul 22, 2014 at 14:38

Jason Butler, Dennis Hall and James Relph explain their processes.

Pension progress: all you need to know about the Treasury's plans

by Jun Merrett on Jul 21, 2014 at 15:41

A round-up of the main points picked out of the Treasury's response to the Budget consultation.

FCA sets out guidance guarantee framework

by Jun Merrett on Jul 21, 2014 at 12:56

The FCA has set out its proposed framework for the government's guidance guarantee plans.

IFA faces retrial in client database court battle

by Jun Merrett on Jul 21, 2014 at 11:43

A jury could not decide if an IFA poached clients.

AFH Financial boosts profits by 50% with acquisitions

by Jun Merrett on Jul 21, 2014 at 10:08

AFH Financial has boosted its pre-tax profits by 50% to £540,000.

Cofunds in talks over technology revamp

by Jun Merrett on Jul 18, 2014 at 12:27

Fund supermarket Cofunds is in talks with platform technology providers as it looks to revamp its back office functions.

Network owner steps down from board

by Jun Merrett on Jul 18, 2014 at 12:21

Financial Ltd owner Charles Palmer has stepped down from the network’s board.

Cofunds hit by double departure

by Jun Merrett on Jul 18, 2014 at 10:08

Cofunds head of finance and head of IT development are set to leave the business.

SimplyBiz shuts share scheme following FCA inducement rules

by Jun Merrett on Jul 17, 2014 at 10:44

SimplyBiz is to close its adviser share scheme due to the FCA's inducement rules.

IFA denies taking ex-firm's database to poach clients

by Jun Merrett on Jul 17, 2014 at 10:11

A financial adviser has denied taking his ex-firm’s database in order to poach clients for his new business.

MP faces bill in HMRC tax avoidance crackdown

by Jun Merrett on Jul 17, 2014 at 08:01

Andrew Mitchell invested in the Ingenious Film Partners 2 scheme according to the BBC.

Ascentric cuts drawdown charges in bid for Budget boost

by Jun Merrett on Jul 17, 2014 at 07:45

Wrap Ascentric has cut its drawdown charges following the dramatic pension changes outlined in the Budget.

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