View more on these topics

Ensure you tell PI firms

There has been much debate recently surrounding Shepherds Funds.

IFAs may have missed one important point – that is, to notify your PI insurers that you have clients in these funds as soon as possible. This is especially true if you are coming up to renewal. In extreme cases, failure to do so could prompt some insurers to refuse cover.

There is no real downside to notification and it could benefit the IFA and their clients. I would encourage all IFAs with any potential exposure to the funds to do so as soon as possible.

Phil BillinghamManaging director,PBA,

Dedham

Recommended

Chubby cats get the cream

The tax changes that will come into force on April 6, 2006 were designed to achieve a number of outcomes, one of which was to apply retrospective taxes to what the Government regards as the excessive pension savings accumulated by many so-called fat cats.

Skipton launches double asset bond

Skipton Building Society has established the double asset bond 2, a product which combines a FTSE-100 linked guaranteed equity bond with a one-year fixed-rate savings account.

Watchdog warning on risk profile

The Financial Ombudsman Service is warning companies not to rely on investor experience in misselling complaints. It says firms often cite the fact that the complainant has previously invested in similar products to claim they are experienced investors and should have been aware of the risks. But FOS chief ombudsman Walter Merricks says companies are […]

Correspondent’s week

This weeks James Coney, personal finance journalist on the Daily Mail

Thumbnail

Neptune video: UK economy: a sustainable recovery?

After years of a slowly brewing economic recovery, the UK has seen a strong rise in growth in recent months. Mark Martin, manager of the Neptune UK Mid Cap Fund, discusses the strength of this recovery and whether it is sustainable.

In the video, Martin addresses the following:

• Structural features supporting the UK economy
• UK mid-caps and the potential for M&A activity
• Valuations and opportunities in house builders

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com