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Exchange in CII online link

The Exchange has teamed up with the CII to offer online compliance and competency solutions to advisers. The Exchange will give advisers access to the CII&#39s online training and competency systems ed.LEARN and ASSESS through its ExWeb portal. The ed.LEARN system gives advisers studying for CII exams additional revision material and ASSESS offers training and assessment tools to keep staff up to date with regulatory and legislative changes.



“Yes. I think IFAs want to simplify their lives with the complications of compliance and searching the market and so on. Many IFAs have their own panels anyway, so they would just be streamlining them.”Pravin Bhatt, Bhatt & Associates “I don&#39t know, I&#39m a small IFA and I&#39ll be staying independent. I plough my own […]

Bupa appoints new non-exec director

Bupa has appointed a new non-executive director with Robert Walther taking up the role from May 1.Walther, 60, is currently chairman of the Fleming Claverhouse, Fidelity European Values and a non-executive director of Nationwide Building Society.He is also a previous chief executive of Clerical Medical Investment Group and a member of the Halifax executive committee.Bupa […]

Forecasts for 2004 are raised as markets rebound

Rightmove was the most upbeat of the house price indices in March, showing a 2.9 per cent increase compared with 2.1 per cent in February. It says annual house price inflation rose to 11.9 per cent in March from 10 per cent in February, putting the average asking price at £179,570. Commercial director Miles Shipside […]

Bupa – Bupa Dental Plan

Type: Group healthcare cash plan for dental cover Minimum premium: Dependent on group size and age of employees Minimum group size: Three Minimum-maximum ages: 18-no maximum Cover provided: Up to two examinations a year, up to two scale & polish treatments a year, x-rays, fillings & root canal treatment, extractions, crowns, bridges & dentures Maximum […]

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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