Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

Member of the Advisory Panel

Roger Sanders OBE

Biography

Roger joined Dolfin’s Advisory Panel in March 2019. He is Director of workplace distribution and industry affairs at Lighthouse Group Plc, having previously been Managing Director of its group employee benefits division, and is also a director of Lighthouse Benefits Ltd, the sponsor of its master trust, the Corporate Pensions Trust, of which he is a trustee.

Prior to joining Lighthouse in 2010, Roger was deputy chair and director of employee benefits at Helm Godfrey Ltd which followed many years building up his employee benefits consultancy in the West End. During this time, he was also the executive director in London of Rasmala Investments Ltd, the first UK regulated business to develop and market sharia compliant products and services and served on the Bank of England’s working party on Islamic finance.

Before starting his own practice, Roger worked for the Sun Alliance and London Insurance Group, which included a spell with Jardine Mathieson in Hong Kong. His “composite” career has given him a unique exposure to retail markets and the world of general insurance, as well as to financial services, investments and occupational pensions.

Currently, Roger is a member of the Financial Capability Board of the Single Financial Guidance Body, appointed to represent the interests of the retail financial services and general insurance sectors. He served as President of the Insurance Institute of London in 2017/18, having previously chaired its finance and financial services committees; and is now a non-executive director of the Chartered Insurance Institute and chair of its audit and risk committee.

He has held a variety of industry and non-executive positions, including serving as a non-exec director of the Financial Ombudsman Service; as chair of the Financial Services Authority’s smaller businesses panel and as a non-executive director of the Personal Investment Authority. He was a founding member and a director and deputy chair of the Association of Independent Financial Advisers. In Europe, he chaired the life and pensions committee of the European Federation of Insurance and Investment Intermediaries in Brussels and served as the UK’s retail market representative on the practitioner working group of the Committee of European Securities Regulators in Paris.

Roger, awarded an OBE in 2002 for services to financial services regulation, is the son of a dairy farmer from North Devon and lives in Westminster. He is a Freeman of the City of London and was the Master of the Worshipful Company of Broderers for 2017-18. He is also Chairman of the Trustees of the English National Opera Benevolent Fund; the Chair of the Council of Trustees of Roedean School; and is the Chief Honorary Steward of Westminster Abbey.

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