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Focus is on affluent investors

How to profit from the European mass affluent investor is the topic of a two-day conference in London next month.

Industry experts will give presentations on creating a mass affluent offering, assessing which products are most attractive for the mass affluent customer and effective strategies for market segmentation.

Representatives from 10 banks will give presentations and speakers will include Credit Suisse Private Banking managing director Dr Burkhard Varnholt and Lloyds TSB customer strategy and planning director Paul Draycott. The conference is chaired by Alliance & Leicester executive chairman John Windeler.

The event takes place on December 6-7 at the Park Lane Hotel, London. Contact 01932 893854.


FSA failed to protect public

I read with some incredulity of Howard Davies&#39 claim that the reason the FSA was unable to intervene in the Equitable Life debacle was that the board simply would not cooperate.I am sympathetic to the poisoned chalice Mr Davies has taken on (albeit, that we are all contributing to an exceedingly handsome level of remuneration […]

Isis tops range with progressive fund

Isis, the retail arm of Friends Ivory & Sime&#39s retail brand, has introduced its fourth fund.The Isis progressive growth fund joins the existing Oeics in the Isis range: UK dynamic, UK smaller markets and Aim growth fund. It aims to produce long-term growth by investing in a broad portfolio of zero-dividend preference shares. The portfolio […]

Pass warns IFAs over FSA windfall confusion

The Pension Advisers&#39 Support System is warning IFAs about confusion over what constitutes a windfall benefit in the absence of a definition from the FSA.Pass says after the judgment on the Needler Finan-cial Services Taber pension review test case, the FSA indicated that windfalls will cover more than demutualisation bonuses and could also include benefits […]

Special effects

Introduced business from neighbouring professions has long been part of IFA practice but increasingly it is IFAs referring business to each other, seeking out fellow IFAs with expertise in a particular area.In discussions about the future direction of IFA businesses, two comparisons are often made. In terms of professionalisation, the analogy is made with accountants […]

Simon Fletcher

Auto-enrolment: pay attention or pay the price

By Simon Fletcher

As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.


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