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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

Your profession

FSA clamps down on guaranteed bank bonuses

The FSA said today it would take enforcement action against large banks, building societies and broker dealers who failed to adhere to its new remuneration code, to take effect from January 2010.

clock 12 August 2009 •

Your profession

Friends Prov to launch corporate wrap in 2010

Friends Provident has signed a contract with technology provider FNZ to provide an enhanced workplace platform to be delivered during 2010.

clock 11 August 2009 •

Wrap/platforms

MultiFunds migration drags on as Skandia platform rebrands

The Selestia and Skandia platforms have now been rebranded as Skandia Investment Solutions, two years after their integration, but there is no end in sight for the full migration of billions of pounds of MultiFunds legacy business.

clock 10 August 2009 •

uncategorised

Just Retirement offer talks extended

Just Retirement, the annuities and equity release specialist, has extended the deadline for a firm offer for the company by private equity bidder Avalon Acquisitions Ltd from 20 August to 25 September 2009.

clock 10 August 2009 •

Your profession

Aviva Future Advisers: Second Intern's Diary

The Future Adviser Programme is a 6-week summer internship giving a top-down look from the manufacturers view all the way down to the advisers face-to-face meetings with clients, and everything in-between.

clock 07 August 2009 •

uncategorised

Tool Review: Pensions Profiler

Recently, we had the opportunity to have a demonstration of ‘Pensions Profiler', one of the suite of products from O&M systems.

clock 07 August 2009 •

Economics / Markets

Financials push FTSE up to year high

The FTSE 100 has pared gains mid-morning after its strong start, which saw it set a new year high.

clock 06 August 2009 •

Your profession

Using your office to position your business

Brett Davidson, chief executive of FP Advance, explains why the traditional method of IFAs meeting clients at their homes no longer projects the image high quality advisers want

clock 06 August 2009 •

Global

The Rathbone Global Opportunities fund

clock 05 August 2009 •

Your profession

Want some free publicity for your firm?

Want a way to get your name and firm to the top of Google searches? Want to get your opinions heard on the big issues facing IFAs?

clock 05 August 2009 •
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