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Free FSA surgeries in Newcastle, Sunderland and Durham

Financial advisers, mortgage intermediaries and general insurance brokers in Newcastle, Sunderland and Durham can participate in free FSA surgeries from October 16 to 18.

The surgeries are individual appointments with a member of FSA staff where firms can raise any regulatory queries and discuss areas they need help with.

Places for the surgeries can be booked online on the regulator’s website.
The FSA says it “aims to make it easier for small firms to do business with it and provide them with help”.

The regulator says it has also introduced targeted information and resources for small firms which includes a website for small firms, newsletters, e-learning packages, roadshows, surgeries and improvements to the Firm Contact Centre.


Unregulated funds category for Jersey

Jersey is introducing an unregulated funds category in a bid to encourage hedge fund managers to domicile their funds on the island.

IN Partnership keeps servicing expats after opting into Mifid

IN Partnership has opted into Mifid and gained an exemption that will enable it to continue servicing expat clients.The network says it recognised early on the importance of the Mifid debate and that it would have a wider impact on the IFA community than many were first predicting.Group chairman Stanley Lovell says: “We made our […]

FSA examines Royal London levy for Omo

The FSA says it is looking into reports that Royal London charges customers thousands of pounds for exercising their open-market option.Reports last week suggested that customers who decided not to take an annuity with Prudential, which has an agreement with Royal London to provide annuities, were still charged 3 per cent commission when they exercised […]

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What price (more) freedoms?

George Osborne will make his last Budget speech of the current parliamentary term this week, and the early media briefings suggest that pensions will again feature heavily in that statement. So what are we able to learn from the weekend’s coverage?


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