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Exemption essential for advocate

Money Marketing recently reported concerns about granting regulatory exemption for the policyholder advocate so they can give financial advice. Such an exemption is essential if a policyholder advocate is to do her or his job properly.

People chosen for these roles will have wide business and commercial expertise. Their overall capabilities will count rather than deep product knowledge.

The staged approach of identifying broad groups, offering general advice and leaving individual advice to experts in the IFA community gives the customer the best service.

I discussed these points with Terry O’Halloran recently and enjoyed the experience. I believe I was able to demonstrate the professionalism of our approach to the Norwich Union reattribution even if I have not yet persuaded him to change his mind.

Jonathan Haslam,
Director of communications,
Office of the Policyholder Advocate


Massive boom in buy-to-let, reveals CML

The buy-to-let market is continuing to flourish, according to figures out today.Some 330,000 BTL mortgages, worth a total of £38.4bn, were taken out in 2006, according to the Council of Mortgage Lenders. This represents 11 per cent of all new lending, and is a 48 per cent increase in volume and 57 per cent increase […]

Playing the transfer game by Aussie rules

Responding to James Salmon’s article headlined, Tax wizardry of Oz loses magic for expats, and doing so from a position of some authority (our firm designed the first Australian product to accept UK pension transfers and has been financially guiding those with an Australian or New Zealand connection since the mid-1990s), we would like to […]


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