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Home-reversion exam from CII

A new home-reversion plan exam unit is to be offered by the Chartered Insurance Institute to coincide with the introduction of more stringent FSA authorisation requirements to improve consumer protection.

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FSA warning over insurance savings

The FSA has warned insurance firms to stop using misleading savings claims in their advertising or they will face regulatory action. The warnings relate to ads from 57 firms selling motor, home and travel insurance.

Power behind the web

What is important is the vehicle that leads you to the online information.

Costs make IFAs reluctant to use discretionary managers

The need for IFAs to outsource stockpicking is increasing butIFAs are still being put off using discretionary fund managers by cost and loss of control.The claims were made at a GE round-table debate in London last week where IFAs and fund managers discussed GE Life research on discretionary fund management. The research suggests that wider […]

Mott is back for the long term

New fund firm Psigma Asset Management has reassured advisers that Bill Mott will be managing the planned UK equity income fund for the long haul. IFAs have welcomed the return of Mott, a star of the equity income sector who called the TMT bubble correctly with handsome results for investors. But advisers have expressed concern […]

A DGT with 100% access and 100% discount?

Clare Moffat, Technical Manager, looks at the benefits of pensions from an IHT perspective. 100% access and 100% discount – what type of wrapper could this be? A pension! Post flexibility there is 100% access (for those over 55) and normally pensions are inheritance tax (IHT) free. With flexibility the options available on death mean […]

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