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Cable presses Labour over Penrose

Liberal Democrat trade and industry spokesman Vincent Cable is demanding to know when the Government plans to publish the Penrose Inquiry into the Equitable Life debacle. He says it is apparent the Government is trying to push the whole matter under the rug as it has been more than a year and a half since the inquiry was announced. Cable says he plans to pursue the matter by tabling questions and attempting to secure a debate when Parliament reconvenes in October.

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Predicting the future

You did not make it clear that my letter, published in Money Marketing last week, was sent to you recently after being sent (but not published) in 1999.If, three years ago, a mere IFA could be predicting what has happened with stakeholder, why did none of the boards of the major pension offices not also […]

Insuring Trevor to pay Paul

In this series of articles, I have been examining the process by which a limited company might be assessed for the possible need for a share purchase arrangement, that is, a strategy by which a deceased shareholder&#39s shares pass to the desired beneficiaries with appropriate payment.In the last article, having identified the need for such […]

Simply the test

As expected, June turned out to be a hectic month, during which I took on 33 new clients. As if that was not enough, I was also trying to help out some very unfortunate Equitable Life members.Having received an updated syllabus for the Cemap bridge paper from the Institute of Financial Services, which was due […]

Our diary IFA passes Cemap with merit

Charles Helfferich, the York-based IFA who has been writing a diary in Money Marketing of his progress towards achieving the Cemap bridge paper, has passed with merit.Helfferich, a partner with Grosvenor Financial Consultants, says Scottish Widows Bank helped him prepare for the exam, including a training session to introduce him to the Cemap syllabus and […]

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