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Help the Aged seals equity-release deal with NHFA

Help the Aged has set up an equity-release advice service which will see it refer enquiries from pensioners to specialist IFA Nursing Home Fees Agency.

As exclusively revealed by Money Marketing in April, the move will extend Help the Aged&#39s existing relationship with NHFA, which until now has only involved long term care insurance.

It will see NHFA expanding its services as it aims to become an across-the-board retirement planning company offering advice on issues including LTC, pensions, trusts, inheritance tax and equity release.

Help the Aged Equity Release will offer impartial advice to people looking for ways to raise cash from their home. It will operate as a broker service, offering advice on mortgage and reversion plans as well as how the extra money will affect benefit entitlements and tax liability.

The two organisations will be remunerated through commission on any transactions completed but they will not say how the payment will be split.

NHFA director Peter Fisher says: “Help the Aged Equity Release is completely independent. If equity release is not a suitable option, we will advise as such.”


OMAM appoints new quant team members

Old Mutual Asset Managers has appointed four fund managers to its quantitative strategies team.Dr Gavin Brown and Anna Perriam are joining from Northern Trust Global Investments&#39 European quant team, where both were senior portfolio managers.Dr Ian Heslop, a global equity manager, and Tracey Lander, an asset allocation specialist, are joining internally, having worked in other […]

First Direct is raising LTVs for offset loan

First Direct is setting up an offset mortgage for borrowers with lower levels of equity or relatively small deposits. Previously, First Direct has only offered an offset mortgage to customers with a maximum loan to value ratio of 80 per cent but borrowers with an LTV of 81-95 per cent will now have access to […]

Singer & Friedlander mirrors private portfolio

SINGER & FRIEDLANDER INVESTMENT MANAGEMENT Model Portfolio Fund Type: Oeic Aim: Income and growth by investing globally in equities and fixed-interest securities Minimum investment: Lump sum £75, 000 Investment split: 55% UK equity, 7.6% UK fixed interest, 7.4% European equity, 5.2% Far East, 5.1% US equity, 2.9% Japan, 5.1% rest of world, 2% UK gilts, […]

Savings on bond transfers

The personal investment and pension markets are now more difficult places in which to be an adviser. However, it is important that you do not forget the enormous opportunities that still exist for your clients. Some of your clients, who have existing single-premium insurance bonds, will be dissatisfied with the opportunities for future returns offered […]


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