Bluefin

Bluefin Wealth Management's Patrick Murphy explains why the firm requires all its financial planners to achieve the ISO 22222 standard.

The Pensions Regulator (TPR) must not make "over-react" to active member discounts (AMDs) in pension schemes, Bluefin has warned.

Axa-owned advisory business Bluefin Wealth Management has identified some 190,000 ‘legacy' customers following a marked drop in adviser numbers, and will begin re-engaging with them ahead of the RDR.

Employee benefit consultant Bluefin Corporate has launched Retirement Gateway, a suite of tools to help employees plan their retirement.

It has been another busy week in the world of financial services...

Who moved where in another busy week in financial services?

Suvan de Soysa, the managing director of Bluefin Wealth Management who oversaw a restructuring of the business, has left the company.

Highlights of some of the discussion from COVER's recent group risk roundtable in association with Canada Life.

A Newcastle-based financial planner has taken out a series of newspaper advertisements in a bid to attract the "abandoned" clients of Bluefin advisers previously working out of the IFA's now-closed Newcastle office.

The man at the heart of a charitable fund which last year failed to attract sufficient investor interest said government plans to launch an ISA investing in schemes to help the poor are doomed to fail.