Canada Life Group Insurance is the first group provider to introduce the ABI’s best practice definitions on group critical-illness cover. Royal Liver and Prudential are so far the only insurers to have adopted the ABI’s individual CI definitions, which must be implemented by April.
How a GP taught me that the FSA’s principle-led legislation is a bitter pill.
When I was asked to write a piece on wrap, I didn’t really know what I could say but quickly realised that the only thing I could talk about that could be even slightly interesting was our experience.Around two and a half years ago, I set up Evolve as a comprehensive fee-based financial planning practice […]
The Bank of England has held interest rates at 5.25 per cent.This follows last month’s quarter point rise. Alliance and Leicester head of intermediary mortgage Mehrdad Yousefi says: “Today’s MPC decision to maintain the base rate at 5.25 per cent will come as a welcome relief to borrowers, but many market analysts will view this […]
SPECIAL REPORT: ISAs. Samantha Downes looks at the changes which enable cash Isas to be switched into stocks and shares.
Jelf Employee Benefits looks at some of the key considerations employers should think about when reviewing and choosing a flexible benefits provider. Choosing the right benefits for your employees is one thing but delivering a successful employee benefits strategy is about understanding the complete picture and delivering it in a personalised way so that it resonates with each and every individual in your business.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]