2021 was a tough year for everybody in the world. But for Pension Life it was especially frustrating because courts and law firms were severely held up as they got to grips with the challenges of Covid, travel restrictions and working remotely. Attending hearings and meetings by video conference was a hit-or-miss affair. The success […]
2021/22 Roundup for Pension Life Read More »
haps “the end” will be just the beginning. A new dawn for an offshore financial services industry which sells proper financial advice – and not just commission-laden products.
CRIMINAL CASE AGAINST UNLICENSED FINANCIAL ADVISERS Read More »
One of my all-time favourite comedy lines is Greg Davies describing his middle-aged love life as “like trying to stuff a marshmallow up a cat’s arse”. My second-favourite comedy line is “Andrew Bailey has been such a failure at the FCA, that we’re going to put him in charge of the Bank of England”. My
Paul Feeney of Quilter and the Marshmallow Regulator Read More »
Recent data obtained by Quilter (formerly Old Mutual International and Royal Skandia) under a freedom of information request has further highlighted the issue of financial education, or rather the lack of it, with many casualties of fraud ‘unaware they may have fallen victim‘ to such a scheme. Quilter plc (the well-known asset/wealth management company, “life
Quilter: Critical or Hypocritical? Read More »
International Adviser Awards create buzz around Quilter’s, FPI’s and RL360’s facilitation of investment fraud and scams. I am deeply flattered that International Adviser has invited me to enter for this year’s “Best Practice Adviser Awards”. The invitation was sitting – sparkling like a princess – in my inbox this morning. So, how could I refuse?
International Adviser Awards Read More »
RL360’s acquisition of Friends Provident International may be set to ruin even more investors internationally. It will certainly increase competition with Quilter (or Skandia, or Ann Summers or whatever OMI are calling themselves this season). The biggest question – and one which International Adviser’s Kirsten Hastings forgot to ask RL360 David Kneeshaw when she interviewed
RL360 and FPI – ’til death (or poverty) do us part Read More »
International Adviser and the Old Mutual International/Quilter Scams. Today’s jolly: “Future Advisory Forum Europe 2018” at the Courthouse Hotel, Shoreditch, will see a number of players in the financial services industry discussing – presumably – financial services in 2018. I’ve looked at the agenda, however, and I can’t see anything about pension scams or investment scams
International Adviser and the Old Mutual International/Quilter Scams Read More »
Humour me – you may consider me to be naive – but I believe that the ills of financial services (especially offshore) can be put right. All it takes is for the ethical stakeholders to outlaw the unethical ones. Yes, it will be a bit like something out of the Old Testament – but I
WANTED: MAGIC FAIRY TO CURE WHAT’S WRONG WITH FINANCIAL SERVICES OFFSHORE Read More »
One small stumble for the Isle of Man – one giant leap for victims of OMI and CWM. We never thought the litigation against the scourge of financial services – the insurance giant Old Mutual International – was going to be easy. And we knew these negligent and greedy firms would try every trick in
OMI AND IOM DEFEATED BY SPANISH COURT Read More »
Structured notes – say NO to them if an adviser wants to invest your pension in them. They are high-risk investments which are for professional investors ONLY – and not for ordinary retail investors – especially pensions. Say NO to structured notes for pensions! Structured notes have been used as pension investments for some years.
Say NO to structured notes for pensions! Read More »
