View more on these topics

Exeter FS acquires further PMI assets

Exeter Friendly Society has announced it is acquiring the private medical insurance book of the Royal Bank of Scotland Staff Healthcare Friendly Society, in a move which expands its membership base to around 65,000.

Members of both organisations voted in favour of the transfer, which sees EFS now controlling £60m in assets.

EFS chief executive Roger Cawse says: “The transfer provides an opportunity to further improve the cost effectiveness of our administration, and strengthens our reserves making this move particularly attractive.”


Would you buy a used car from an ombudsman?

I have just re-read an article in CTC Compensation Bulletin – Issue 10 (June 17) and part of it highlighted how totally unfair our financial services world has become.The part I refer to is as follows. A client invested £7,500 in a firm&#39s corporate bond and gilt fund. Three years later, the client wrote to […]

Royal London – Sterling Extra Yield Bond Fund

Type: Ucits Aim: Income by investing in a portfolio of fixed-interest securities Minimum investment: Lump sum £1,000 Place of registration: Dublin Investment split: 100% in a portfolio of fixed interest securities Charges: Initial 4%, annual 1.25% Commission: Initial 3% Tel: 08456 040404

CML highlights lending issues

The Council of Mortgage Lenders Scotland is holding its annual conference in Edinburgh in September, with Lloyds TSB Scotland chief executive Susan Rice giving the keynote speech.Being held at the Sheraton Grand Hotel on September 10, the conference is aimed at lenders and those interested in housing policy, including the private housing market, and those […]

Lemming firms are leaping off the 1% cliff

Having read the article headlined, Bamford urges Davies to lead Sandler revolt (Money Marketing, July 24),I am struck by how the emphasis is all wrong.The 1 per cent world is not really Sandler&#39s fault but that of the lemming product providers.For example, one or two sought to talk to our firm before they introduced stakeholder […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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