The move to wrap sneaks up on you. Piece by piece, the evidence amasses that this is the correct solution for clients and business, until it is so conclusive you wonder why you did not see it sooner.
The FSA has pledged to investigate the “purported regulatory blockages” stopping investors and advisers identifying the underlying counterparty of certain structured products.
Ofqual has approved accreditation of the ifs School of Finance’s level four diploma for financial advisers. ifs dean of further education Anne Kiem says: “We shall work closely with the FSSC to ensure that our qualifications meet with their prescription and standards.”
UK Consumer Price Index fell in January to 3 per cent down from December’s 3.1 per cent.
By Kim Jarvis, Technical Manager with Canada Life’s ican Technical Services Team. Inheritance tax has been around in some form since 1796. Estate duty dates back to 1894 and over the years this tax has evolved into the inheritance tax (IHT) we know and love today, which was introduced in 1986 as a replacement for […]
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Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.
A recent court case emphasises the importance of robust terms of business, clearly stating the scope of agreement with a client