The FSA has put back the deadline for smaller IFAs to submit details of their review population for the FSAVC review. The deadline for IFAs which advised on or arranged less than 100 FSAVCs has been changed to September 15 from September 1, 2000, the same date as firms with 100 to 1,000 FSAVC cases. Those that advised or arranged over 1,000 of the policies must report by October 16, 2000.
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Occupational policyholders concerned about ethical investment
A majority of occupational pensions policyholders want to use their influence to encourage socially responsible behaviour by companies says research by fund manager Friends Ivory & Sime. The findings add to growing pressure on fund managers to take the ethical behaviour of companies into account as much as their profits before investing in them. However […]
IFAP and Aifa are poised for merger
Trade association Aifa is set to merge with IFA Promotion.Aifa director general Paul Smee has received the backing from his board to “pursue discussions with IFAP” about their working relationship which are likely to see him head a merged organisation.Industry sources say five of the seven-member IFAP board also support rolling the organisation into Aifa.The […]
National Mutual staff promoted to support IFAs
National Mutual has promoted several staff to key senior positions where they will be responsible for supporting independent advisers.Andrew Wilkinson has been appointed head of marketing. He has been with National Mutual for 10 years and was most recently area sales manager for the south of England.Mike Mead, who joined National Mutual last year after […]
Playing a waiting game on nursing care legislation
I refer to the article in the August 3 edition of Money Marketing. I hope Roger is indeed correct in that premiums will reduce as a result of a need to cover off a smaller fee liability. However, I would suggest caution is required.I do not believe anybody can, with certainty, identify from the Government's […]
Flexible reversionary trusts and estate planning
The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]
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Can a healthier body really lead to a healthier mind?
There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Amyr Rocha-Lima: Why HR officers should be your next business relationship target
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
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Are DFM deals really taking risks off advisers?
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]