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‘A-Day has helped only the rich’

A-Day has made no difference to the retirement plans of the general public, says Edward Jones. The company says only the very wealthy have taken advantage of the changes.

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TMP thanks advisers with 6m bonuses

The Money Portal is paying out 6m in bonuses this week to IFAs who “stuck with them” while it repaired the damaged model inherited from Millfield last summer.Payments will range up to 180,000, depending on business written, length of service, share ownership and compliance evaluations.When Millfield went into administration and was bought out by TMP, […]

Zurich produces range of trust guides

Zurich UK Life has produced a series of new guides for advisers in a bid to improve understanding of changes last year to trust taxation in the context of inheritance tax planning and the advice they give to clients. The intention is to help advisers provide consumers with a greater understanding of how trusts work […]

Deal or no deal?

What factors have sparked the growing acquisitive interest in advisory firms and how can IFAs strengthen their business models to secure a handshake? By IMAS Corporate Advisors principals Olly Laughton-Scott and Benoit Guerin.

Winterthur unveils new management structure

Winterthur has unveiled a new management team for its UK IFA business following David Thompson’s recent appointment as managing director with all roles recruited internally.In a newly formed department, Nick Lee will be head of marketing and Winterthur’s Professional Edge adviser support service.Bernard Henshall will be head of investment distribution, Frank Parsons will be director […]

Johnson Fleming is a finalist at UK Pensions Awards 2016

The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]

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