View more on these topics

Bottom line takes bottom priority

Hadyn Green of the Pep Shop says: "Show me one IFA who is prepared to arrange face-to-face meetings to discuss Peps" (Money Marketing, December 18). Certainly – me!

Does he really think that the average IFA is so thick that he or she does not realise that 50 per cent of Britain&#39s working population earns under £15,000 a year? Of course, this is true and, indeed, a far higher percentage than that of my clients are in this situation.

I often do face-to-face meetings just to discuss putting money on deposit and won&#39t earn a bean. Does Mr Green do that?

If one puts the bottom line bottom, where it should be, and the clients top, where they should be, everything else falls into place.

I see that Mr Green is prepared to send a £1,000 Christmas cheque to a charity if he can find a full-commission IFA who has provided the general public with more meaningful information on Peps than them. As I do not know what they have done, if he will provide information, I can compare it and my nominated charity is the NSPCC.

B G W Jamieson

Jamieson Financial Management,

Bognor Regis,

West Sussex

Recommended

Play a part in building the new regime

Looking back over the past year, it is difficult to decide whether 1997 was the calm before the storm or the glim mer of a new dawn for reg ulation. The IFA Association is encouraged by the sympathetic and understanding response that it has had from those who are charged to deliver the new regulatory […]

investment view

So Christmas is with us again. Resisting the temptation to cry: “Bah, humbug!”, I have busy been compiling my list of the sort of presents I would like Santa to deliver to this particular member of the financial services community. You know the sort of thing. Stockmarkets 20 per cent higher. Immediate retirement for all […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment