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Fight for good against PIA evil

For all those IFAs buried in deepest Essex, a rare treat is in store at the end of this month. For one week only at the Palace Theatre in Westcliff-on-Sea, the cuddly Kieran Root, former editor of What Investment, will be appearing nightly as the Cowardly Lion in The Wizard of Oz.

Those familiar with this "magical musical" could perhaps see it as a thinly disguised metaphor for the struggle of the humble IFA against the evil PIA. Dorothy the independent adviser battles to gain all the heart, brain and courage necessary to finally pass her FPC and defeats the evil witch by dropping a house on her. Does anyone know if Colette Bowe wears red shoes and stripey stockings?


Standard aims to undercut ethical unit-trust charges

Standard Life Fund Management is launching a UK ethical fund, claiming its charges will undercut rival unit trusts. The move is the first in a series of ethical fund launches from Standard Life planned this year. Other launches will include ethical life and pension funds. The initial charge on the unit trust is 3 per […]

Will Treasury crack the mortgage code?

The Treasury is turning the screws on lenders with its warning that, if self-regulation of the mortgage market fails, they will be brought under the scope of the Financial Services Authority. The new Financial Regulatory Reform Bill, which will be introduced in the next Parliamentary session, will include provisions to allow the Treasury to extend […]

EPP sales boom as de minimis is scrapped

Fleming Investment Trust Management is recommending to the directors of its trusts that they should start share buybacks immediately in a bid to cut discounts. Fleming runs 19 trusts with a total of £4.6bn under management. Marketing director Daniel Godfrey says the group is lobbying for changes to be made to investment-trust regulations which will […]

Bottom line takes bottom priority

Hadyn Green of the Pep Shop says: “Show me one IFA who is prepared to arrange face-to-face meetings to discuss Peps” (Money Marketing, December 18). Certainly – me! Does he really think that the average IFA is so thick that he or she does not realise that 50 per cent of Britain&#39s working population earns […]

Who cares?

By Tracey Dickson, marketing consultant There are almost 7 million carers in the UK – that’s around 10 per cent of the population who provide unpaid care for a disabled, seriously ill or older loved one.1 But according to a report from the charity Carers UK, 20 per cent of people providing 50 hours or more of care […]


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