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Butterfield Bank urges professional advisers to prepare for A-Day

Butterfield Private Bank is urging professional advisers to prepare for A-Day and has published a guide to help them prepare for the changes in April.

The bank is asking advisers to review their clients needs to make the most of the new enhanced elements of pensions and consider the benefits of working together with independent Trustees to focus on delivering solutions for clients.

The guide includes information on business planning issues, activities for occupational schemes, primary protection and specific options for drawdown levels. The guide has been produced by development director Terry Monk.

Head of marketing Antonia Blake says: While some professional advisers will be well ahead in their planning for A-Day, we feel the checklist provides a good roundup of the areas advisers must review and double check to ensure they do not suffer complaints and unnecessary costs in the future.


Sterling Life appoints new BDM

Sterling Life has appointed Gordon Westcott as its new business development manager. The specialist protection provider offers individual term and disability protection cover products which are distributed via intermediaries and through its website. Westcott has a strong background in customer services and marketing roles, recently holding positions in Hamptons International, Lloyds Brokers Holmans and Coyle […]

SimplyBiz claims regulator has big-firm bias

SimplyBiz has accused the FSA of being biased towards bigger adviser firms after what it calls the regulator’s lenient approach to recent capital adequacy problems at Millfield and Berkeley Independent Advisers. It has written to the regulator asking why bigger firms enjoy preferential terms on minimum turnover. Compliance services manager Tim Grey says this is […]

Huge surge in women registering for Cergi

The Institute of Financial Services has seen a massive surge in the numbers of women registering for its general insurance qualification. The IFS says almost 2,000 registrations have been received from women for the single-module qualification, representing about 40 per cent of the total number of candidates. Cergi is a self-study qualification, with one module […]


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