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Author profile

Charlotte Banks

Articles by Charlotte Banks

Your profession

Skandia sounds adviser charging warning

The divorcing of product and adviser charges must not result in higher overall costs for the consumer, warns Skandia.

clock 09 July 2009 •

Wrap/platforms

Ascentric teams up with Skerritt Consultants

Independent wrap platform Ascentric has been chosen by Skerritt Consultants to help grow its wealth management business.

clock 09 July 2009 •

Investment

MPL launches income class on Traded Policies Fund

Managing Partners Limited (MPL) has launched the first income share class on its Traded Policies Fund, giving investors an income of 5% per annum.

clock 09 July 2009 •

Technology

Assureweb to team up with Openwork

Technology partner Assureweb has been chosen to power the quote and apply element for Openwork, the UK's largest multi-tied adviser network.

clock 08 July 2009 •

Your profession

2Plan two years from profit

National IFA 2Plan Wealth Management says shareholders may have to wait two years until the firm is profitable, despite reporting a 1000% increase in turnover in 2008.

clock 07 July 2009 •

Your profession

Standard Life drops wrapper charge

Standard Life is ditching its £240 SIPP and offshore wrapper charge after analysing its pricing structure.

clock 07 July 2009 •

Structured Products

Investec enhances income on struc prod plan

Investec Structured Products has improved the terms of its Capital Guaranteed FTSE 100 Income Plan.

clock 06 July 2009 •

RDR

Advice Academy questions 2012 timetable

The Financial Advice Academy (FAA) has questioned the FSA's 2012 timetable for new qualifications standards.

clock 03 July 2009 •

TMT

Aegon unveils investment and retirement tools

Aegon has launched a whole of market investment and retirement solution to help advisers create professional financial plans for their clients.

clock 03 July 2009 •

uncategorised

Adviser warns of annuity misselling scandal

A Financial adviser has warned of a future misselling scandal in the annuities sector.

clock 03 July 2009 •
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