Paradigm Norton financial planning manager Lin Ashurst overcame a year of tragedy to win the Woman IFA of the Year title.She received the Women’s Financial Adviser Group award just a year after her husband Robert’s death from cancer. Her boss, Norton Partners’ founder David Norton, also died from cancer just a few weeks later. Ashurst, who has been an adviser for 21 years, was nominated for the award by Paradigm Norton managing director Barry Horner. He recognised her commitment as being beyond the call of duty to help keep the firm going when David Norton’s health was deteriorating. Norton had lined up Paradigm Capital Management to acquire the firm, upon being diagnosed with cancer, and the deal eventually went through on April 1 last year to form Paradigm Norton. She says: “David was only 54, just when he could have started taking his foot off the accelerator. It was such a shame. He already had a relationship with Paradigm and trusted their approach. “I had no idea that I might win. The competition is very tough. Even when I spent the day being interviewed with the judges, they gave noth- ing away. I thought that the runner-up had a very good chance, so when they ann- ounced her as a runner-up, I thought I had blown it.”
An important issue in respect of the new A-Day legislation which still requires clarifi-cation is whether personal contributions in excess of an individual’s earnings to a registered pension scheme made after A-Day will count towards the annual allowance. According to the CII, personal contributions in excess of the greater of 3,600 gross and an indiv-idual’s […]
Abbey has set up its eighth guaranteed income bond. The single-premium life insurance investment plan guarantees a fixed income and a full return of capital if the bond is held for its four-year term. Abbey is offering investors the choice of either monthly or quarterly income of 3.77 per cent a year or an annual […]
The Revenue has lifted a tax threat facing Standard Life policyholders. A-Day rule changes would have meant with-profits pension clients being taxed immediately at 40 per cent on their demutualisation windfalls, even for members who are lower-rate or nil- rate taxpayers. Standard lobbied HMRC after spotting the anomaly and the Revenue has set out draft […]
IFA Promotion has produced a free factsheet to explain the key facts disclosure documents to consumers.
Portfolio Manager David Herro of Harris Associates discusses how macro economic instability can be exploited; how volatility can create opportunities to buy into businesses at low prices.
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