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FSA takes menu on the road

The FSA is holding a series of roadshows for providers and advisers to help them understand the major reforms that will take place with implementation of the menu for the retail advisory investment market.

The roadshows are aimed at trying to demonstrate how the approach will bring greater transparency to financial services and will focus on the implications of the menu and depolarisation for the industry and consumers.

Roadshows will be held in London (22 and 26 April), Glasgow (27 April), Leeds (29 April), Birmingham (5 May) and Bristol (11 May) at £30 per delegate.


£3m cash injection for Lifeboat

Adviser group Lifeboat Financial has secured £3m of new funding from a private investor to help support its future growth programme. The Telford group is believed to have secured funding from a well-known name in the insurance market but will not disclose the name until the deal has been finalised. Following the departure of David […]

Tied sector faces equivalence

Banks and tied agents will have to disclose commission equivalence, according to the FSA&#39s menu proposals which were released last week. The move comes despite heavy lobbying by the tied sector, which was broadly reluctant to have to reveal how much it pays advisers. The FSA has identified five types of advisers and is determined […]

Base rate stays at four per cent

The Monetary Policy Committee voted today to keep the base rate at four per cent for another month. Charcol senior technical manager Ray Boulger says: “Whilst the housing market shows no sign of a downturn, the Bank of England is likely to have viewed February&#39s reported sharp rise in house prices as a one-off, hence […]

Investment Trust Isa sales down 35 per cent

Purchases of investment trust Isas through investment trusts and their managers sunk 35 per cent in 2003 according to the latest statistics from the AITC. Isa sales fell to £61m in 2003 from £93.2m in 2002. The total purchases of Isas through investment trusts and their managers in Q4 2003 decreased 2 per cent to […]


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