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Bullivant to head IP working party

Personal Finance Society chairman Bob Bullivant will chair the income protection working party set up by Peter le Beau and Clive Waller. The income protection taskforce will include providers, reinsurers and intermediaries to promote public awareness of IP and to try turn round poor sales performance.

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Anger over Stroud direct deal on legal services

Smaller lenders have been slammed for undercutting intermediaries amid claims that they are harming brokers’ reputations. Mortgage Advisory Service head Stuart Wilson has criticised Stroud & Swindon for offering free legal services if clients apply direct but not if they apply via a broker. Wilson says brokers are duty-bound to turn business away if the […]

Cofunds sets up onshore bond and plans pension wrapper

Cofunds is offering an onshore bond and is lining up a pers-onal pension wrapper which is set to go live at A-Day. The portfolio bond, set up in conjunction with major shareholder Legal & General, will offer IFAs and their clients a choice of around 200 funds from 40 providers. The bond is a single-premium […]

Award follows year of tragedy

Paradigm Norton financial planning manager Lin Ashurst overcame a year of tragedy to win the Woman IFA of the Year title. She received the Women’s Financial Adviser Group award just a year after her husband Robert’s death from cancer. Her boss, Norton Partners’ founder David Norton, also died from cancer just a few weeks later. […]

Greg Kerr joins New Star from M&G

New Star has appointed Greg Kerr from M&G to run the US equities in its family investment accounts and to work in its institutional team.Kerr ran M&G’s global technology fund until May 2005 and previously managed the firm’s global leaders and American funds until 2002. The firm has also appointed Jorry Noeddekaer from BankInvest to […]

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