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Brought to book?

I have in front of me an order form, or is it a decision tree, of five “blocks”comprising 25 titles. Using this, I can choose how best to spend my money for the good of our clients, the firm and, I suspect, HMSO.

I am not altogether clear which of these splendid offerings are best value for money. The Prudential sourcebook seems to be a compromise of our independent status, so best steer clear of that one. Then I look at the cost, what will I get for my money?

Is this a rulebook mis-selling scandal waiting to happen, I ask myself.

Stuart Nelson

By email


SEI offers five more external fund links

Scottish Equitable International is setting up five new external fund links across its range of investment products.The funds will enable new and existing investors to access funds managed by Deutsche Asset Management, Mercury, Newton and Baillie Gifford.The funds include the Deutsche managed portfolio, Mercury balanced portfolio, Newton balanced and Baillie Gifford managed.Alternatively, investors can invest […]

New thinking for training

David Jackman is on the T&C warpath. The FSA head of industry training is out to bring IFAs into line. Jackman explains that from his perspective as training regulator across financial services, including banking, futures and corporate finance, IFAs need more T&C than most. He claims “some of the highest consumer protection risks are at […]

Julian Gibbs

EMXCo was founded and financed by all the members of Autif and was built in just five months by Mutual Fund Technologies, a wholly-owned subsidiary of Fidelity. Already, more than 40 groups are using it, including Aberdeen, Eurolife, Fidelity, Gartmore, Invesco, M&G, Mercury, Norwich Union, Perpetual, Save & Prosper, Schroder and Threadneedle.Some IFAs and stockbrokers […]

Edinburgh&#39s financial services sector leading the way

Edinburgh&#39s financial services sector is making the Scottish capital the best performing city in the UK according to a study from Glasgow University. The report says while traditional manufacturing sectors are suffering, financial services and electronics are growing faster in Scotland than in the UK as a whole. And this growth is limited to Edinburgh […]

Who pays inheritance tax and how to declare it

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT).  To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]


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