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Author profile

Will Roberts

Articles by Will Roberts

Your profession

Tenet rebrands following adviser feedback

Tenet is undergoing a re-brand as it looks to simplify its corporate structure by bringing its component businesses under three new identities.

clock 26 February 2010 •

uncategorised

Fidelity lobbies MPs for ISA bonus

Fidelity International is calling on political parties to address inadequacies in the savings industry with a manifesto promoting more incentives for savers, including an annual ISA bonus.

clock 26 February 2010 •

ISAs

ISA business set to surge as advisers favour equities

Changes to the ISA allowance will cause a surge in business levels for the next tax year, with investments into equity funds set to soar.

clock 25 February 2010 •

Wrap/platforms

Online communication with clients set to soar-advisers

Electronic communication between IFAs and their clients is set to surge over the next year, say advisers.

clock 25 February 2010 •

Wrap/platforms

Nucleus now just "weeks" from profitability

Nucleus CEO David Ferguson has revealed the IFA-owned wrap will be profitable in a matter of weeks and says February has been a stand-out month in terms of inflows.

clock 25 February 2010 •

Your profession

Sanlam works on two IFA deals as interest hots up

Sanlam UK says it has received a large number of responses from adviser firms since mapping out expansion plans last month and is currently working on two deals.

clock 24 February 2010 •

Mortgages

Lender discloses over 15,000 account details

London-based lender Redstone Mortgages has been found in breach of the Data Protection Act (DPA) after personal information relating to 15,333 accounts was emailed to a member of the public.

clock 24 February 2010 •

Your profession

St James's Place hits record AUM after £2.3bn net inflow

St James's Place recorded a £2.3bn net inflow last year to reach record funds under management of £21.4bn at end 2009.

clock 24 February 2010 •

Economics / Markets

Northern Rock savers to lose 100% guarantee in three months-papers

Savers with money in Northern Rock will lose the government's 100% guarantee on their deposits in three months' time.

clock 24 February 2010 •

Your profession

Review into £70m Keydata levy could cause "havoc"

A law firm challenging the FSCS's additional levy for the failures of Keydata and two stockbrokers says the body made a "schoolboy error" in not consulting advisers and warns a successful review will cause "havoc".

clock 23 February 2010 •
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