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Brokers confused at lifetime loan warning

The FSA says mortgage brokers are confused over when the risk warning for lifetime mortgages is required under MCOB rules. It says firms need to provide greater clarity on lifetime mortgage risks.


Forward thinking

Six months after depolarisation, apathy has struck the market. Many IFA firms have found ways around the rules to maintain their existing status and have not made proactive steps to improve their business structure to reflect the needs of clients better.

Hit and Miss

Shameless PR strategy of the year goes to Citigate Dewe Rogerson, who last week sent us a picture of the CEO of aAIM Group with Miss Poland Malwina Ratajczak. She is very attractive but what does she have to do with a commercial property acquisition programme? It turns out that aAIM Europe’s first transaction was […]

L&G majors on choice and flexibility

Legal & General has established the Portfolio Bond, a unit-linked bond which provides access to 208 fund links from 43 management groups including Legal & General, New Star, Jupiter and Schroders.

New Star launch good product in good time

New StarCautious PortfolioType: Unit trust fund of fundsAim: Growth and income by investing in funds which invest in equities and fixed-interest securities mainly in the UKMinimum investment: Lump sum 1,000Investment split: 39% UK equities, 28% UK bonds, 11% global bonds, 9% global equities, 9% specialist investments, 4% cashIsa link: YesPep transfers: YesCharges: Initial 5%, annual […]

Treasury looks to address advice gap

By Jamie Clark, Business Development Manager, Royal London Hot on the heels of consultations on tax relief and pension transfers and early-exit charges comes a new investigation into the advice gap, and how this can be bridged. Ever since the new pensions freedoms were introduced, concerns have been raised about how people can get access […]


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