View more on these topics

Clerical support success

Clerical Medical claims it has helped over 2,000 advisers since January when it launched its Advice matters IFA support programme.

The firm has run strategic seminars on areas such as professional indemnity insurance, A-Day, achieving growth and profitability and HR issues.

The programme of adviser support includes a PI consultancy, business critical – looking at key industry developments, financial engineering – helping IFAs facing issues such as business restructuring, insurance premium funding, FSA fees and PI and seminars.

Head of intermediary strat- egic planning David Shelton says: “We are launching sev- eral exciting projects, including further adviser workshops, a number of industry meet-and-greet events and a range of online interactive online services available to advisers.

“We are also in the early stages of planning major support for the FSA’s treating your customers fairly initia- tive to be rolled out to IFAs in early 2006.”

Recommended

Through client eyes

Although there are a number of tools that can be used to assess potential candidates, the interview remains a central part of the process. Unfortunately, interviewers tend to put people into pigeonholes within a relatively short time. Psychologists have studied this effect and determined that most decisions are made within the first five to 10 […]

NU chief points to value of actuary training

Qualifying as an actuary prov-ided valuable insights into bringing investment products to market for Norwich Union head of investments product development Neil Davies. Davies joined NU’s actuarial graduate scheme in 1990, with the early part of his career placing emphasis on professional exams. He benefited from secondments to valuation and special quotations departments as well […]

Murray income rises by 23%

Net asset value of the Murray Income trust has risen 23.6 per cent this year, ahead of the FTSE All-Share which rose by18.7 per cent.

Barclays picks Assureweb

Barclays has selected Assur-eweb as the portal to be used by its 800 financial planning advisers who previously used The Exchange. It is the second-biggest deal from the portal since it was bought by five providers in July. It says a number of deals are also in the pipeline. Assureweb will provide a comparative quotation […]

CGT entrepreneurs' relief

Entrepreneurs’ relief is due, subject to meeting certain conditions, in respect of capital gains arising on ‘material disposals of business assets’. These ‘business assets’ include: Read more

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment