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Money Marketing Awards – 18th June 2015

Date: Thursday 18th June 2015 Location: Old Billingsgate, London For 25 years the Money Marketing Financial Services Awards have set the gold standard for the retail financial services sector allowing financial advisers and providers to showcase their business and demonstrate successful outcomes for customers. This year the Money Marketing Awards are recognising only the very […]

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Just Retirement launches simplified advice service

Just Retirement has launched a simplified advice service for people with smaller pension pots in a bid to bridge the “advice gap” left by the RDR. The firm is offering the service initially through pension providers. Customers will be given personal recommendations over the phone on how to use their pension pot, including whether to […]

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AFH acquires national IFA in £4.1m deal

Consolidator AFH Financial Group has acquired a national IFA for up to £4.1m, its largest acquisition deal to date. AFH has acquired Stroud-based Independent Financial Services (U.K.) for an initial cash sum of £450,000, paid on completion of the deal yesterday. A further sum of up to £3.65m will be paid in three tranches over […]

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Your top 5 queries about chargeable events

So far this year, members of Canada Life’s ican technical team have answered over 3,000 queries from advisers on a wide variety of subjects. One of the main topics of conversation has been chargeable events, and below are the top 5 most common queries. No. 1. Entitlement to personal allowances The growth in the value […]

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