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IFA Care looks to advisers&#39 retired clients

Long-term care training and support specialist IFA Care is extending its brief to become an organisation for advisers focusing on retired clients.

Chairman Graham Fidoe said at the firm&#39s annual conference last week that its education programme has been looking at issues such as inheritance tax planning, legal issues, equity release as well as income in retirement and annuities, all of which it will now encompass in its brief.

He says it will be the first organisation specialising in services for retirement-focused advisers but says long-term care funding is still central as it continues to cause concern for thousands of families.

Fidoe says: “We believe that by focusing on this area we can develop best practice and continue to benchmark competence and achieve excellence as we have endeavoured to do in recent years in the long-term care market.”

Care Funding Bureau head Owain Wright says: “Long-term care is quite a small market and if you want to grow IFA Care, you would have to try to expand it.”


Old Mutual posts steady results for 2003

South African based insurer Old Mutual has reported a slightincrease in operating profit for 2003 posting a result of £475m for 2003, up from £473m in the year previous. The insurer owns UK-based Selestia and Old Mutual Asset Managers UK. Chief executive Jim Sutcliffe says: “Good results were achieved in five of our six businesses […]

The Co-operative Bank pulls out of self-cert

The Co-operative Bank has made the decision to pull out of the self-certification market. The bank says the decision has not been taken lightly, but will allow it to review business received so far and monitor its performance against other product offerings. It says the results of the review will determine whether or not it […]

Abbey axed from L&G mortgage club panel

Legal & General&#39s mortgage club has dropped Abbey from its panel of lenders. PR manager Peter Timberlake says L&G regularly reviews the lenders on its mortgage panel and reveals that part of the reason that Abbey was dropped was because it did not work extensively with Legal & General on exclusive products and other services […]

LIA plans code of conduct and ethics

The LIA is planning to restructure as a “true professional body” with a code of conduct and ethics and a disciplinary procedure for members which do not adhere to it. This week, the LIA will be balloting its members on the structural changes in a bid to develop the association&#39s role as a professional body […]


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