View more on these topics

Former LIA chief exec Travis joins Amas board

Amas, the IFA acquisition and merger specialist, has appointed former LIA chief executive Jeff Travis to its board.

The company hopes that Travis, who will take up his position as a director with immediate effect, will be able to use his many industry contacts to “open doors that at the moment remain closed,” according to Amas founder Phil Calvert.

Travis was formerly chief executive of the LIA between 1995 and 2002. Prior to that, he was head of sales at Pearl Assurance.

Amas offers advice to IFA firms looking for potential buyers and to those looking to take the acquisition path.

The company says with the impending changes to the polarisation regime, there are many firms who may be looking to expand or get out of the industry.

Calvert says: “Many IFAs are seriously considering their options. These IFAs need clear, unbiased guidance and access to expertise. Jeff Travis&#39s experience will be invaluable.”

Travis says: “There comes a time when every business owner wishes to sell, and Amas assistance is vitally important to a successful outcome.”


&#39Rip-off&#39 row erupts over Green Paper rules

A row is brewing after Scottish & Newcastle Breweries pension trustee Ray Martin accused IFAs of wanting to rip off clients in the run-up to the implementation of the Pensions Green Paper.Martin told delegates at a recent high-level Inland Revenue pension simplification meeting in Edinburgh that life companies and IFAs wanted to use the long […]

&#39Basel II may force sub-prime firms to raise prices&#39

Sub-prime lenders could be forced to raise prices by Basel II capital requirements because of their high level of exposure to riskier borrowers, warns the Council of Mortgage Lenders.A CML report, called, Basel II Capital Accord: Impact on UK Mortgage Lenders, published this week, warns that this could be one of several unintended consequences of […]

Cross lines

Having just wasted at least seven minutes on hold (at peak time) waiting to be put through to talk to anyone at all at Liverpool Vic in Exeter (what if I wanted them to quote on a £500,000 term insurance?), I have given up in disgust. Correspondence routinely goes unanswered, as do subsequent reminders.A simple […]

Field&#39s scheme wind-up bill is blocked

Labour backbencher Frank Field private member&#39s bill to amend the priority order on pension scheme wind-ups has been blocked by the Government. Field&#39s bill would have given increased protection to members who had not yet retired by basing entitlement on numbers of years service rather than giving priority to retired members.

Budget summary – March 2016

This week’s Budget looked as if it would be a difficult one for the Chancellor, with disappointing economic numbers and the need to avoid ruffling feathers ahead of June’s in/out referendum. Nevertheless, Mr Osborne did spring a few surprises, including some tax reductions. So how does this budget affect you? If you are – or […]


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