Aifa has appointed Tracy Elwick as its new director of public relations and marketing responsible for enhancing the profile and reputation of the trade body across the industry.
FSA assurances on platforms
Platforms are potentially a good thing for financial planning businesses but there are some risks that need to be monitored, the FSA has told the IFP.Spokesman for the retail policy division Rory Percival spoke at the IFP conference in Manchester last week and reassured advisers that the regulator understands the benefits of platforms and how […]
After eight
Barclays has introduced an income investment paying 8 per cent a year over a five-year period or up to 55 per cent growth. The income investment is ideal for those with equity Isas nearing retirement who do not wish to take much risk.
The generation game
Paul Wright, investment management director for Zurich, considers the changing face of inheritance tax and says advisers should view estate planning as one of their priority areas for clients
A&L makes a saving
Alliance & Leicester
Two-Year FeeSaver Tracker
US loan growth is not painting a pretty picture for the US economy
Written by Mike Riddell One of the current big debates in global financial markets is whether investors should believe ‘hard’ rather than ‘soft’ data, where the usually reliable business and consumer surveys have been suggesting strengthening in global growth momentum for some time now, while the economic data that feeds through into the Gross Domestic […]
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Investment insight: Are you clear how your ATR tool works?
The regulator says advisers need to know how tools work, but many lack confidence and knowledge
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VouchedFor: FCA directory could see more ‘bad’ advisers being picked
The proposed FCA directory that will include advisers’ details could see more people finding “bad advisers”, according to adviser review site VouchedFor. A LinkedIn article by VouchedFor chief executive Adam Price says this is because the regulator’s consultation paper pitching the directory suggested little around underlying adviser checks being substantively improved. In the article, Price says: […]
Cold-calling pension firm shut down
A pension company that invested in storage products with investors’ savings has been ordered into liquidation by the High Court. Kent-based Chartwell Trustee Pension Solutions was the sole trustee of the Pinnacle Pension Scheme. Chartwell amassed in excess of £4.8m of members’ pension funds following an apparent cold-calling telesales operation. Members were told to expect 8 […]