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Clerical CD sets out its policy on investment

Clerical Medical is to dist-ribute a CD-Rom to IFAs det-ailing the

company&#39s investment strategy.

It will serve both as a tool to tell intermediaries about the products the

investment arm of the life office offersand for IFAs to use when meeting


It has produced 5,000 copies initially. Clerical regularly does business

with around 6,000 IFAs and has more than 20,000 registered IFAs to sell its


The CD-Rom is 10 minutes long and explains not only the performance of the

main funds managed by the company but also why Clerical invests the way it


It has also commissioned independent consultant, The Investors Partnership

Research, to make a recommendation on its funds.

The findings will be published next week in a pamphlet to be distributed

to IFAs. Clerical believes having an independent view of its products lends

more credence to its funds&#39 performances.

Senior sales development executive Rob Winbush says: “Our research

discovered that IFAs needed more material on fund performance and

investment thinking to help them advise increasingly sophisticated



Dunbar steps up drive to recruit network IFAs

Allied Dunbar is appointing a new sales director of its franchise networkas part of its bid to woo network members to its franchise operation.Andy Ferns is taking over from chief executive Keith Baldwin, who has alsobeen sales director for 10 years.Dunbar says it is still on a recruitment drive to attract network membersand sole traders […]

Firms offer charity stakeholder plan

A stakeholder-friendly pension scheme designed for the not-for-profitsector is being offered by KBL Investment Funds, Liberty Pensions and B&SFinancial Management.The Equilo scheme will be administered by Liberty. Fund management will becarried out by KBL and the scheme will be sold through B&S FinancialManagement, a fee-based IFA which has nationwide offices.Liberty says the scheme has been […]

FSA joins Aifa forum to restore stability on PI

The FSA is to join an Aifa forum on the professional indemnity market in abid to dispel fears of a retrospective review.The forum, which will meet three times a year, is part of a step-by-stepplan that Aifa has drawn up to help restore “order and stability” to the PImarket for IFAs and drive down the […]

Direct Life secures backing in bid to lead term market

Direct Life and Pensions has secured seven-figure backing in its ambitiousbid to become the market leader in the term insurance broking market.The cash has been put up by Lloyds TSB Development Capital.The IFA, which provides low-cost life insurance over the internet andtelephone, is set to recruit 60 new staff in its drive to be the […]


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