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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MP tables motion to thank British Steel financial advisers
Liberal Democrat MP Stephen Lloyd has tabled an Early Day Motion in parliament to thank advisers who assisted Port Talbot-based steelworkers disadvantaged in the British Steel pension saga. Lloyd, the Liberal Democrat MP for Eastbourne tabled the motion this week as the party’s frontbench spokesman for work and pensions. Henry Tapper: ‘We’ve really made a […]
Govt names new guidance body chief
The chair of Thurrock University Hospitals NHS Foundation Trust, John Govett, has been appointed as the first chief executive of the government’s new single finance guidance body. The Department for Work and Pensions says Govett will assume the post in October for a term of four and a half years. The new guidance body brings […]
Emma Thomson: How a charter can make protection claims right
The Protection Distributors Group has launched a Claims Charter to address weaknesses in the claims process
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