View more on these topics

Foresters Friendly launches IFA portal

Foresters Friendly Society has launched an IFA portal where advisers can create and download illustrations and submit business online.

The portal includes product literature on the society’s over 50s whole of life insurance plan and its individual savings accounts. It also offers advisers access to Foresters’ tax exempt savings plans for adults and children, which provides accounts for tax-free savings in addition to the ISA allowance.

Foresters started distributing through IFAs in 2008, but since last October has been trying to strengthen its position further in the IFA market.

The portal is free for advisers to use, with advisers required to register before they can access the portal.

Marketing director Neil Armitage says: “We want IFAs and their clients to understand that there are other, more diverse financial solutions out there other than just plcs. Building awareness and uptake of our financial services products in the intermediary market is an essential part of our plan for the society’s continued organic growth.”



Fidelity to shut windfall Isas

Fidelity is to close its windfall Isa scheme after the number of accounts dropped from a peak of 200,000 to 34,000. Windfall Isas came to prominence in 1997 when many investors received windfall shares from financial institutions, which demutualised and floated. A number of groups have since closed their windfall Isas for these shares as […]

IEA says true deficit is £5trn

The Institute of Economic Affairs says the Government has underestimated the size of the UK deficit, as including pension liabilities takes the official debt figure from £816bn to nearly £5trn.


Basel shake-up to hit bank bondholders

The Basel Committee on banking supervision have proposed plans whereby holders of bank debt may be forced to write-off their investments in the case of a government rescue of the bank. In a consultative document released yesterday, the Basel Committee propose a so-called “bail-in” where any holders of tier 1, tier 2 or subordinated debt […]

Jupiter reports £14.6m profit for H1

Jupiter has reported a pre-tax profit of £14.6m for the six months to June 30, 2010, up from a loss of £6.5m for the same period in 2009. Jupiter grew its assets under management 28 per cent from £15.5m in the first half of 2009 to £19.8m this year. Jupiter chief executive Edward Bonham Carter […]

Key themes for 2017

Capital Market Notes, December 2016 Dave Lafferty, chief market strategist at Natixis Global Asset Management, assesses the accuracy of his 2016 outlook and provides his thoughts and outlook for 2017. Click here to read the full article


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 thought leadership.

    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