Winner: Skandia Life
Second: Scottish Life –
Third: prudential – www.pruifa.co.uk
The Liberal Democrats are predicting a backbench rebellion against the Government over its State Pensions Credit Bill because it introduces universal means testing.Lib Dem pensions spokesman Steve Webb says there are a number of Labour MPs who are questioning extending means-testing, as the pension credit proposes to do, and will be likely vote against the […]
Around 700 Bankhall firms will get payouts ranging from £2,500 to £27,000 following Skandia's acquisition of shares in the member share incentive scheme set up by former owner Lynx.The payout, totalling £2.6m, will be made to IFAs that were members of Bankhall when it was bought by Lynx in May 2000.Bankhall says it is looking […]
Bradford & Bingley's specialist lending arm Mortgage Express is launching a new internet service for IFAs allowing them to conduct business online.Mx-online provides quotations, automated decisions in principle and allows submission of applications and “real time” case tracking.Advisers can also develop online buy-to-let portfolios for clients such as landlords. Client details are stored so only […]
Lives: Haywards Heath, Sussex.Born: December 11, 1947.Age: 54Education and qualifications: Caldy Grange School, Wirral; degree in economics from Newcastle University.Career to date: Lloyds Bank 1970/88; UK Land director 1988/91; Nationwide 1991 to date, promoted to divisional director in 1994, appointed to board in 1996, chief executive since January 2002.Career ambition: Achieved. “Happy to retire in […]
Head of the Portfolio Research and Consulting Group, James Beaumont says his group is dedicated to providing a bespoke service and an analytical review of model portfolios.
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Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.
A recent court case emphasises the importance of robust terms of business, clearly stating the scope of agreement with a client