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Calvert sets up protection sales consultancy

Former Permanent Insurance head of national accounts Phil Calvert has branched out on his own, launching a new business focusing on protection sales.

Training Strategies will provide consultancy services and sales or presentation training to IFAs aiming to get into the protection business and providers looking to increase sales in the area.

Calvert says many IFAs want to get into protection business because of shrinking margins in other areas, but are out of touch with the market and need help with sales ideas and presentation skills.


New Star Asset Management – New Star UK Aggressive Fund

Friday, 12 October 2001.Type: Oeic.Aim: Growth by investing in UK equities.Minimum investment: Lump sum £1,000, monthly £100.Investment split: 100 per cent UK equities.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5.25 per cent, annual 1.5 per cent.Special offer: 1 per cent reduction on initial charge.Offer period: Until November 19, 2001.Commission: Initial 3 per cent, renewal 0.5 per […]

JO Hambro kicks off with Europe in its sights

JO Hambro Capital Management Group is making its debut into the retail fund market with the European fund, its first open-ended investment company (Oeic).Registered in Dublin, the fund will be run from London by Rod Marsden and is aimed at medium-risk clients who are looking for growth from some exposure to Europe.The fund will invest […]

IFA fortunes take a turn for the better

Last week was the best for IFAs in years, according to Scottish Life&#39s long-standing commentator Alasdair Buchanan.Before cracking open the Bollinger, the question remains, is this a sea-change or a brief respite from the bad news? Either way, there is definitely something to cheer.Treasury economic secretary Ruth Kelly said IFAs are crucial and critical to […]

Internet is the key to survival

It is becoming increasingly obvious that many (though not all) IFAs are taking the ostrich attitude towards the internet and e-marketing.Contrary to what we often hear, only 12 per cent of internet users are the unemployed and students. Over 30 per cent of users are middle and senior management and professionals.The average user is of […]

Trouble ahead - thumbnail

Pensions: trouble ahead?

The pace of change in the pension’s space has been little short of astonishing, and has left thousands of employers struggling to keep their pension policy compliant, and also on the right side of current best practice and governance. Many employers, and indeed many in the pensions industry itself, would like to see a period of no change during the next term of government. This would give all sides a chance to catch up and draw breath. 


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