News

The Finance & Technology Research Centre (F&TRC) Protection Forum is to report on the benchmarking of provider's protection retention systems in December.

Wealth manager Torquil Clark is offering to provide execution-only services to IFAs' clients on a white-label basis.

Former New Star head of fixed income, Theo Zemek, today told of the "appalling" atmosphere at New Star under former CEO John Duffield, in the latest twist in the employment tribunal brought by Patrick Evershed against his former employer.

Bill Miller, chairman and chief investment officer of Legg Mason Capital Management, is to step down and cede his multi-billion dollar $4.7bn Value Trust to Sam Peters.

A qualification for advisers in the health and protection insurance sector has been launched by the Chartered Insurance Institute (CII).

Almost two-thirds (63%) of small, family-run businesses would not survive the loss of a key member of staff, according to Scottish Widows.

The Financial Services Authority (FSA) has fined an insurance broker £195,117 for insurance fraud and banned him from carrying on regulated financial services.

Thousands of UK resident holders of Swiss bank accounts will receive letters from HM Revenue & Customs (HMRC) this week threatening a thorough investigation into their tax affairs.

Pruprotect is launching an adviser based up-selling scheme to offer existing term assurance clients whole of life cover with no additional underwriting.

Retirees' capped drawdown incomes will be squeezed further as December's GAD rate dropped to a record low.