Bankhall has added a new feature to its complaint-handling facility to work out investment bond redress calculations, including precipice bonds. The facility currently calculates figures for compensation on mortgage endowments.
The Council of Mortgage Lenders’ Northern Ireland chairman Derek Wilson has urged the NI assembly to tackle the shortage of affordable homes. He says the assembly should implement some of the reforms proposed in Sir John Semple’s report on affordable housing such as Homebuy.
Chartwell has brought its four business channels under its own banner, ending the Cavendish Grant brand.Cavendish Grant IFA has been rebadged Chartwell Private Client and Chartwell Direct becomes Chartwell theinvestorcentre.com. The fund arm is being renamed Chartwell Fund Management while the independent mortgage broker remains as Chartwell Funding. The multi-asset Oeic has been rebranded the […]
The differences between protected rights and pensions built up from other savings are set to remain in a new amendment that has been inserted into the Pensions Bill 2007. The Pensions Bill is currently in the Committee stage in the House of Lords and the details of the latest amendments to the Bill appeared on […]
When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that waybecause before the arrival of RDR in 2013, that’s more or less exactly what they were. For advisers thinking […]
There are plenty of office parties and Christmas events going on at this time of year. But have no fear – you can still stay healthy while going out and enjoying yourself, with a little bit of planning!
Along with all the other firms that provide advice on defined benefit transfers, we received our questionnaire from the FCA about the quantity and nature of cases we have handled since 2015. By the time you read this, the deadline for its return will have passed and those under scrutiny will have breathed a collective […]