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Author profile

Will Roberts

Articles by Will Roberts

Tax Planning

Government launches online tax calculator

The government has launched an online tax calculator enabling people to work out how much tax they have paid and how it is spent.

clock 28 May 2012 •

RDR

Sanlam acquires Twickenham IFA

Sanlam Private Wealth (SPW) has acquired the client bank of Twickenham-based IFA Camilleri & Associates.

clock 25 May 2012 •

Wrap/platforms

Nucleus raids Standard Life to beef up operation team

Nucleus has bolstered its wrap operations team with the appointment of former Standard Life man Martin Leckie as investment operations manager.

clock 24 May 2012 •

Wrap/platforms

Ascentric to hold adviser open days

Platform Ascentric is to hold a series of open days for advisers to help them better understand the service.

clock 24 May 2012 •

Commodities

The commodities sell-off

COMMODITIES

clock 24 May 2012 •

Wrap/platforms

AWD: We will remain independent

AWD Chase de Vere has stressed it will remain independent post-RDR and will not develop a restricted or simplified advice offering.

clock 23 May 2012 •

Economics / Markets

Osborne: UK preparing for Greek exit

Chancellor George Osborne has said the UK government is making contingency plans for a Greek exit from the euro as the crisis in the region reaches a "critical" point.

clock 22 May 2012 •

Wrap/platforms

Advisers urged not to neglect platform reviews amid FSA paper delay

Advisers should push ahead with platform strategy reviews amid concerns the delayed platform paper could see them "take their foot off the pedal", Alliance Trust Savings has warned.

clock 22 May 2012 •

Regulation

Insurance broker banned for misleading regulator

The Financial Services Authority (FSA) has banned a self-appointed insurance broking director from performing regulated functions after he "misled" the regulator and acted dishonestly.

clock 22 May 2012 •

Your profession

Daredevil adviser scales Everest

A financial adviser has scaled Mount Everest - in the same weekend three other climbers died after reaching the summit of the Himalayan peak.

clock 22 May 2012 •
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