It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers…
An Inspirational Thought...
Keep your eyes on the stars and your feet on the ground.
In Case You Missed It...
First week back after Christmas and the government has already made a big blunder - one the industry was not too happy about.
On 3 January the government published a Ways to save in 2017 infographic designed to help consumers "learn about ISAs and other savings options". However, it failed to make any mention of pensions.
The industry was quick to respond. Hargreaves Lansdown head of retirement policy Tom McPhail said the omission showed there was a "disconnect" between government departments. While former Pensions Minister Ros Altmann described the exclusion of pensions as "deeply troubling". She argued the private pension system was "under existential threat".
Must-Attend Events For Advisers
On 24 January 2017 the Chartered Institute for Securities and Investment (CISI) will be holding a one-day course on Suitability and appropriateness- avoid mis-selling, giving advisers practical guidance on selling investment products and how to avoid errors that have resulted in fines from the regulator. To register, click here
The Association of Investment Companies is holding three seminars on Venture Capital Trusts (VCT) for advisers, hosted in Leeds, Birmingham and Guildford on 18 and 19 January and 1 February. The seminars aim to help attendees refresh and deepen their knowledge of VCTs. Click here to book on to an event.
SimplyBiz Mortgages is hosting a whole of market showcase event on 31 January. Held at the Holiday Inn, Borehamwood, the showcase is open to both members and non-members and will tackle issues such as buy to let and specialist lending. Book by calling the SimplyBiz Mortgages team on 01484 439160.
Kuber Ventures is hosting an investment seminar on 18 January. Held at the Glaziers Hall in London, the event is open to all and offers the opportunity to meet the EIS/SEIS fund managers. EISA director general Mark Brownridge will give a keynote speech. Register HERE.
Carol Rushworth has joined Sinfonia Asset Management as a business development consultant. She was formerly a business development manager at LV= Retirement Solutions.
Richard Peacock has joined Kames Capital as co-manager of the Kames property income fund. He previously managed the Aviva Investors pensions property fund at Aviva Investors.
Brendan Dolan has been appointed sales director at Old Mutual Wealth International. He previously headed the Middle East and Africa region.
Baillie Gifford has appointed Karen See as co-manager of the Baillie Gifford Japanese income growth fund and Felicia Hjertman as co-manager of the Baillie Gifford Japanese smaller companies fund.
Acumen Financial Partnership has appointed Joanne Wilden as financial planning executive. She previously worked for firms including ADA Independent Financial Advisers.
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Steps already taken
Increasingly diverse sector
First of planned acquisitions
Feedback from first year