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Fidelity hits the road for FundsNetwork

Fidelity is taking to the road for a series of IFA roadshows to promote its fund supermarket FundsNetwork. The roadshows will start in Edinburgh on June 11, ending in London on June 15. The other venues are Leeds, Manchester, Birmingham and Bristol. The roadshows will include announcements on new developments on the platform, as well as seminars on changes in the industry and Pep transfers.


Scottish Widows loan note holders opt to redeem

Scottish Widows has issued £335m to over 49,000 loan note holders who opted to redeem either all or part of their loan note holding at the first redemption date on March 31, 2001.The loan notes were given in place of immediate payments following the transfer last year of the business to Lloyds TSB. The next […]

Scottish Life Mortgages flexes its mortgage muscles

Scottish Life Mortgages has joined forces with Britannic Money to offer the Britannic Money twelve month discount mortgage.Although Britannic Money has developed the mortgage, it will only be available through Scottish Life Mortgages. It has a discount of 2.5 per cent for the first year of the mortgage, giving it a payable rate of 4.99 […]

Backdate to the future

I started last week to look at the major developments concluding the case of Preston v Wolverhampton, which potentially opens the floodgates for many hundreds of thousands of part-time workers to claim a backdating of their pension rights to the date they joined service or back to 1976, whichever is the later date.Noting that the […]

Office Revolution

If there is a software package that really has something for everyone it must be Microsoft Office – whether it is producing documents in Word, creating presentations with PowerPoint, carrying out numerical analysis with Excel or using Access to organise all sorts of data. And don&#39t forget Outlook which can run not only all your […]

Why your clients need some tough love

In any relationship that matters, professional or personal, you should be upfront with someone if you think they’re making a decision or doing something they might later regret. Being honest with someone and having their best interests at heart, however hard the message, is key to building trust in any relationship. So how does this […]


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