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Clerical Medical publishes A-day guidance

Clerical Medical has published further advice to help IFAs prepare for A-day and the anticipated rush towards contract based group personal pension and stakeholder schemes.
Ninety five per cent of intermediaries highlighted new trustee responsibilities as the main driver for change amongst smaller occupational trust based schemes, according to new research from Clerical Medical.
Clerical Medical has developed support material designed to help employers and trustees identify the impact of changes and consider the options whilst guiding them through the decision making process. The adviser support material includes an occupational scheme review and planning process route map, guidance notes on legislative change and timeline considerations.
This new support forms the basis of a new section, section 12, in the existing Pre A day opportunities business guide and is available on the Clerical Medical website.


Opening up the home reversion market

Key Retirement Solutions business development director Dean Mirfin says advisers have a duty to consider home reversions as well as lifetime mortgages for equity-release clients

Changes to senior management team at Bank of Ireland

Bank of Ireland today announced changes to its senior management team. Des Crowley, currently chief executive, retail financial services Ireland has been appointed chief executive, UK financial services. Richie Boucher, currently chief executive, corporate banking, will replace Des Crowley as chief executive RFSI. Richie will also join the group executive committee.These changes take place with […]

BDS links up with overseas specialist Mortgages4You

BDS announces a new service for mortgage brokers through a partnership with overseas mortgage specialist Mortgages 4 You. Brokers can access specialists in overseas property mortgage solutions.Mortgages 4 You has established relationships with numerous lenders in Spain, France, Portugal, Florida and Cyprus and provides tailored advice.The advisory service includes aspects of purchasing including costs, valuations, […]


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