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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

Smallwood's Shout: Pension transfer trouble

With news that one in five complaints received by the Pensions Ombudsman are attributed to pension transfers and that this number has doubled since 2007-08, it means that yet again the issues surrounding what constitutes sensible pension advice have come...

clock 05 August 2009 •

Your profession

How to develop your client-centric proposition

In an extract from their book Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services, Informed Choice's Nick and Martin Bamford explain how to develop client-centric propositions.

clock 05 August 2009 •

Your profession

Widows and Clerical Medical IFA sales down 29%

Sales of Scottish Widows and Clerical Medical products through IFAs dropped 29% in the first half of 2009, as the two providers operated as a combined business following Lloyds' official takeover of HBOS in January.

clock 05 August 2009 •

Structured Products

Keydata administrators worked 5,733 hours in first few weeks

Keydata's administrators PwC spent 5,733 hours at a cost of over £2m, from being appointed on July 8 to July 20, trying to sort out the affairs of the collapsed structured products provider.

clock 04 August 2009 •

Your profession

Comment: Get ready for an onslaught of 'shocking' performance fees

The Financial Times' David Stevenson

clock 03 August 2009 •

Your profession

Aviva Future Advisers: Intern's Diary

It was difficult to know what to expect when I started the Future Adviser Programme with Aviva. The programme is designed to promote the financial advice profession to university graduates, in anticipation of the current Retail Distribution Review.

clock 03 August 2009 •

TMT

Technology Review: The Truth about effective financial planning

Financial Planning tools are getting a lot of attention these days so I was looking forward to reviewing the ‘Grand Daddy' of them all - ‘Truth'- from Prestwood.

clock 03 August 2009 •

Investment

Capita suspends trail commission on Arch Cru funds

Capita Financial Managers (CFM) is suspending the collection of the AMC on the Arch Cru funds, which will have a knock on effect on trail commission paid to IFAs.

clock 29 July 2009 •

Pensions

Navigating the complexities of USP reviews

Andy Zanelli, head of professional edge technical sales at AXA Winterthur Wealth Management, says the importance of regular client reviews, particularly in the current economic conditions, cannot be over-emphasised.

clock 23 July 2009 •

Investment

'Flight to safety over'-NS&I

The flight to safety which began in mid-September last year has now come to an end, according to the government-backed National Savings and Investments(NS&I).

clock 22 July 2009 •
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