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Author profile

Katrina Lloyd

Katrina Lloyd

Editor-in-chief

Katrina Lloyd has been editor of Investment Week since October 2011. Prior to this, she was editor of sister Incisive titles ifaonline.co.uk and Professional Adviser magazine (now combined into professionaladviser.com). Katrina started her journalism career at fundstrategy magazine.

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Articles by Katrina Lloyd

uncategorised

Cofunds to run pension consolidation classes

Cofunds is running a series of courses in pension consolidation across the UK to answer a growing demand from advisers keen to bolster their expertise.

clock 23 October 2009 •

Wrap/platforms

Ascentric appoints business development manager

Ascentric is expanding its business development team with the appointment of Scott Winters.

clock 23 October 2009 •

Bonds

HSBC teams up with Ascentric for investment bond

HSBC has linked exclusively with wrap platform Ascentric to offer an onshore investment bond, giving IFAs access to over 2,000 funds.

clock 23 October 2009 •

Wrap/platforms

Towergate launches wealth platform with IFDL

Towergate Financial is launching a new wealth platform, powered by Investment Funds Direct Ltd(IFDL), to help it meet RDR requirements.

clock 23 October 2009 •

RDR

Better Business: The complete package

Packaged investment solutions can help IFAs meet their RDR responsibilities. Here, Mark Parry, director of strategic distribution at F&C Investments, explains how.

clock 22 October 2009 •

uncategorised

Quarrell hits out at FSA over Freedom SIPP closure

High profile pension lawyer John Quarrell has lashed out at the financial regulators which shut down his company, accusing them of victimisation and underhanded behaviour.

clock 22 October 2009 •

Investment

IFAs relying more on corporate clients

A survey highlights the growing importance of corporate clients to the IFA industry.

clock 22 October 2009 •

ISAs

Veteran investors upbeat on stock market returns

Investors aged over 50 are positive about the future returns offered by the stock market, according to a survey by Fidelity International.

clock 21 October 2009 •

uncategorised

AWD brands parties pension plans 'perplexing'

Pensions are being kicked around like a political football by the major parties, according to AWD Chase de Vere.

clock 20 October 2009 •

uncategorised

IOD calls for radical overhaul of pension system

The Institute of Directors (IOD) has proposed a radical overhaul of the pension system, including a plan to increase the state retirement age to 70.

clock 19 October 2009 •
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