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Exchange sets up quotation service

The Exchange is offering a comparative quotation service that enables IFAs to compare pension products and providers on retirement benefits, fund values, charges, transfer values and product features.

The service gives compliant customer-specific quotes and illustrations for individual pension products and is supported by Clerical Medical, Friends Provident, Norwich Union, Scottish Mutual, Skandia and Standard Life.


Mortgage packagers want their role clarified in the run-up to regulation

Mortgage packagers are calling on the Treasury and FSA to clarify their future role as the countdown to full mortgage regulation gathers pace.Packagers speaking at packager regulation forums held by Southern Pacific Mortgage have voiced concerns over how far they can be regarded as giving information or advice.They say they need urgent clarification of these […]

Gartmore loses fixed income manager

Gartmore&#39s fixed income senior investment manager Eran Peleg is leaving the company after five years to return to Israel.Peleg&#39s funds will be taken over by Paul Grainger, who has managed Gartmore&#39s UK fixed income portfolios since 1999 and also runs its UK Gilt and Fixed Interest fund.Head of fixed income Roger Bartley says: “We are […]

N&P in exclusive tracker deal for Trigold platform

Norwich & Peterborough is making a base-rate tracker mortgage available exclusively on the Trigold electronic trading platform for intermediaries.The building society says the savings it makes by receiving applications via the platform mean it is worthwhile to choose this as the sole distribution route for the tracker.The mortgage rate is 0.25 per cent below the […]

A defining time for pensions

2002 seems to be the year of the review. On the pension front, the Pickering report was published just after Sandler in early July while the Inland Revenue&#39s recommendations on tax simplification are still to come.IFAs&#39 employer-sponsored pension dealings are mainly of the defined-contribution kind, mostly in the shape of GPPs, stakeholder and AVCs with […]


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