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CPG advisers leave after admin move

The advisers of high-net-worth IFA Corporate Planning Group, the Fareham firm that was placed into administration last week, will not be sold en bloc says administrator Tenon Recovery. Tenon says the firm&#39s 82 RIs are leaving the firm to pursue their own business interests.


Interested Parties

Having set the scene on trust reform, let us look at those proposals that are likely to have greatest impact on the everyday life of financial advisers. Solutions involving trusts will be applicable to estate planning, business insurance, family protection, pensions and investment planning. Existing trustees may also be targeted as a potential source of […]

FSA gives companies two-week deadline on splits&#39 redress

The FSA has handed companies which are embroiled in its probe into the split-capital investment debacle two weeks to decide whether they are prepared to contribute to its radical collective compensation process. The 21 companies – including Aberdeen and BFS – have until March 16 to decide whether to take part in negotiations aimed at […]

BTL borrowers invest to cover pension- Mortgage Trust

More than a third of buy-to-let borrowers are investing in property to cover their retirement according to research from the Mortgage Trust. The quarterly study of buy to let investors has revealed that 35% consider the need to supplement their pension to be the primary trigger which initially led them to purchase residential investment property. […]

Richard Verdin on protection

There is something fundamentally wrong about the way most companies write protection today. For the last six years, I have been fortunate enough to work with some of the UK&#39s foremost experts on protection. I have worked with some of the brightest actuaries, the most experienced underwriters, the cleverest IT professionals, the best distribution strategists […]

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Guide: how to… audit your auto-enrolment scheme compliance

As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.


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