View more on these topics

Co-op claims Isa success

The Co-operative Insurance Society claims Isas are a great success.

CIS says 85 per cent of its regular Pep savers have converted to Isas, and 75 per cent of life Isa account holders have never held a Pep or Tessa.

CIS general manager marketing Martin Clarke says: “The survey shows Isas are proving a success contrary to the predictions of many commentators.”

The life office has made a report on the six months since the Isa launch in April.


First Quadrant expands London team

Investment managers First Quadrant has appointed Eoin Murray as senior Portfolio manager.His role will involve investment implementation for the firm&#39s equity and asset allocation products, and business development in the UK, Continental Europe and Middle East.Murray was previously head of Asset Allocation at PanAgora Asset Management in London.

Friendly Societies – Financially Excluded

The Association of Friendly Societies is welcoming the Government&#39s report on financial exclusion.But AFS has blasted the Government for failing to recognise the contribution Friendly Societies have made in this area.The Association sees the report as a positive commitment to improving access to financial services for those traditionally ignored by financial service providers.AFS general secretary […]

Mortgages-by-phone from Norwich and Peterborough

Norwich and Peterborough Building Society is to launch a discount mortgage, which will only be available through the Society&#39s call centre.The mortgage offers a choice between a big discount with compulsory buildings and contents insurance, or a lower discount with no compulsory tie-ins.Direct Business general manager David Jervis says: “Some customers may prefer to insure […]

Federation of Small Business calls for retention of carry-forward and carry-back

The Federation of Small Business is calling on the Inland Revenue to retain carry forward and carry back provisions in personal and stakeholder pensions.The Federation says it has countered the Inland Revenue&#39s arguments for simplicity with the need for flexibility.The Revenue argues that representations from pension providers intimated the carry-forward provisions were complex and difficult […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm