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Award for excellence

Having experienced the worst year on record of dreadful service by product providers, we have decided to establish an award to an individual working for a product provider that has provided The Ethical Partnership with a service of excellence, integrity and application to duty.

This will be an annual award based upon the previous year&#39s service from an individual, not a product provider (that would be impossible).

The award will be a specially selected mixed case of organic wine specially selected by Vintage Roots, the organic wine specialists.

The winner of the ethical partnership Service of Excellence award for 2001/2002 goes to Andrew Sutherley who worked for Legal & General&#39s Team IFA network.

This will be an annual award made every April. The hope is that by concentrating on the positive, we will encourage a drive to serve us better throughout all the product providers we use.

Jeremy Newbegin Director,

The Ethical Partnership, Eastleigh,



Term of endearment

It is no great surprise that the market for endowment mortgages has well and truly collapsed. Sixty-eight per cent of all new mortgages are now being taken out on a repayment basis, with 19 per cent being interest-only or supported by a Pep or pension policy. Only 13 per cent of new mortgages are supported […]

Point One widens range

Bankhall&#39s non-regulated network Point One is expanding its range of services to include healthcare.Point One, which provides support for mortgage, general insurance and non-regulated life products, has negotiated deals on income protection, private medical insurance and group risk schemes from a panel of providers comprising Bupa, Norwich Union Healthcare, Unum, Swiss Life, PPP and Standard […]

Inland Revenue publishes offshore consultation

The Inland Revenue has published its root and branch consultation paper into the offshore funds industry. It says the regime has not altered since its introduction in 1984 since when tax rules have changed considerably. The Government says while UK residents should pay tax on their offshore investments as they do on onshore, it recognises […]

Product Matters

Threadneedle is clearly hoping to attract a broader investment audience for its property unit trust by relocating the former Sackville Property Unit Trust offshore to Jersey.It is hoping the fund will appeal to IFAs, as witnessed by the minimum investment subscription of £25,000 for IFA clients, with £250,000 required from direct investors.Threadneedle&#39s property fund has […]

Who cares?

By Tracey Dickson, marketing consultant There are almost 7 million carers in the UK – that’s around 10 per cent of the population who provide unpaid care for a disabled, seriously ill or older loved one.1 But according to a report from the charity Carers UK, 20 per cent of people providing 50 hours or more of care […]


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