The ABI is starting an expert working group on HIV to inform the insurance indu-stry on best practices and policy in dealing with HIV issues. It will be chaired by Professor Donald Jeffries and includes underwriters from leading reinsurers, medical consultants and pinkfinance.com editor & IFA Chris Morgan.
UK workers will miss out on 285m of tax breaks this year by failing to take advantage of employee share schemes, according to research by IFA Promotion.The organisation says the figure represents the amount of tax which could be saved if the estimated 865,000 staff currently in a savings related share option scheme invested half […]
Having read Simon Chamberlain’s essay arguing for the inclusion of multi-tied agents in Aifa, the same old question looms large.
First Active is entering the buy-to-let market for the first time as part of its plans to expand its product range to intermediaries. The firm launched to mortgage intermediaries in June last year and is now widening its range with fixed and discount BTL mortgages for clients with a maximum of five properties. The fixed […]
Speculation has increased on whether BM Solutions will be entering the equity-release market after the firm surveyed 200 brokers on whether the sector has potential. Asked which market holds the most potential over the next 12 months, 36 per cent of the brokers who were interviewed in June put equity release at the top of […]
Last year, worldwide mergers and acquisitions (M&A) rose to an unprecedented $4.7tn, according to Thomson Reuters, a 41 per cent increase over 2014. Anthony Forcione, senior equity analyst at Loomis Sayles, an affiliate of Natixis Global Asset Management, looks at what’s been driving this particular wave of mergers. Click here to view full article: Loomis-Sayles
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]