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Friends goes forth

With regard to the article about Friends Provident (Money Marketing, September 6), in March this year you published my letter about that company&#39s third approach to one of our clients inviting her to an inheritance tax seminar.

Following publication, I received a telephone call from the director of IFA operations, who assured me that my client would not be troubled again.

Our client has now been invited to a fourth seminar.

What can I do? I cannot tear my hair out because, after 49 years in the industry, I have very little left.

Laurie Dean

Financial Services Manager,

Stuart Bromley & Company,

Bognor Regis,

West Sussex


Old Mutual makes new appointments

Old Mutual Asset Managers has appointed a new sales manager and made two promotions within its expanding national and regional sales teams.Sally Reeves has been appointed as the new national and networks sales manager. She joins from the Berkeley IFA Network where she has been in charge of corporate development for two years.Matthew Nagele has […]

How to be a survivor

There have been a number of high-profile cases recently where someone has not got a survivor&#39s pension which they would have got if they had been married to their partner.It is important to stress that the problem exists regardless of the couple&#39s sexes or sexuality. Pension practice has not kept pace with the developments in […]

Asian markets volatile ahead of New York opening

The Nikkei 225 index closed down 5.05 per cent at 9504 today, a 17 year low, as markets showed nervousness ahead of today&#39s opening of the New York Stock Exchange.The NYSE will open at 2.30pm UK time, and analysts are expecting an initial fall, possibly as far as the 10 per cent fall in European […]

Protection for the &#39alternative&#39 client

Mortgage protection provider Goodfellows is offering an online non-discriminatory protection product with web design consultancy will be promoted direct to consumers through the new online site and through IFAs, who can download software to market the product to clients.Goodfellows claims it will not ask personal lifestyle questions before premium levels are determined. The only […]


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