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FSA plans further crackdown on lifetime mortgage advice

The FSA has identified four priority areas in a bid to improve the quality of equity release advice including more mystery shopping this spring.

It has pledged to assist firms with meeting their regulatory responsibilities, and it plans another mystery shopping exercise and a review of lifetime mortgage advice and subsequent investment advice.

It has hired a research agency to undertake pilot work for the next round of mystery shopping due this spring.

In its proposed review of investment and lifetime mortgage advice, the FSA will visit firms to discuss their approach to conducting equity release business and to carry out client file reviews to assess suitability.


Britannic’s UK boutique goes live with opps fund

Britannic Asset Management has launched its UK Cartesian boutique run by former SVM managers David Stevenson and Andrew Kelly. The first fund to be launched will be the Cartesian UK opportunities fund, investing in 30-60 high conviction stocks with a bias to mid and small cap companies. Stevenson and Kelly believe mid and small cap […]

threesixty hires Susan Taylor as new marketing manager

IFA support service provider threesixty services has appointed Susan Taylor as its new marketing manager. Taylor, formerly with Bankhall for nine years, latterly as a regional account manager, has been employed to reinforce the companys profile.Taylor says: threesixtys ethos is not only to provide comprehensive support at a competitive cost but also to listen to […]

Citizen Advice looking to extend generic advice project

National charity Citizens Advice is looking to harness the support of the IFA community to provide free generic financial advice to people on low and middle incomes.The charity is hoping to build on the success of a pilot scheme undertaken last year, which used volunteer advisers from the Personal Finance Society. More than three quarters, […]

The Merchants Trust PLC – April 2017

Welcome to the latest update for The Merchants Trust PLC from the Trust’s portfolio manager, Simon Gergel. Portfolio Review The Merchants Trust reported results this month and the directors were pleased to announce a 35th consecutive year of dividend growth (subject to shareholder approval at the AGM). The Company is proud to be highlighted as […]


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