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IFA helps employers beat stake deadline

Midlands IFA Roberts Clark has been holding emergency stakeholder workshops to help employers designate a provider before the October 8 deadline.

The IFA, which set up in practice last year and has two RIs, has seen an average of 30 employers attending its sessions and has designated around 25 schemes per workshop. The sessions were organised through links with local business groups.

The employers see a presentation about stakeholder, followed by detailed information on each provider. They can then designate a scheme with their chosen provider.

The IFA says the success of the first round of workshops means it is planning to hold another series in the first week of October to ensure employers get a scheme set up in time.

Director Ashley Clark says: “Employers like having their hand held through this process and, at the end of the session, out walk 20 happy company directors. Now we are getting spin-off business from the attendees. That is what stakeholder is really about for IFAs – getting in with the decision-makers and converting designations into real business.”


Zurich in Deutsche Bank talks but will keep Threadneedle

Zurich has said that Threadneedle — its UK asset management arm — will remain part of the group desdpite confirming plans to sell the rest of its asset management businesses, its Zurich Scudder Investment arm, to Deutsche Bank.Zurich may also acquire several insurance subsidiaries of Deutsche Bank as part of the deal.

Depolarisation bad for consumers, say IFAs

Six out of ten IFAs believe depolarisation would have a negative impact on consumers, according to the latest findings from market researchers ORC International.In its quarterly broker survey 58 per cent of the 225 firms who responded believe any further changes to polarisation would lead to consumer confusion and less choice for clients.Only 9 per […]

PIA suspends IFA Complete Financial Services

The PIA has suspended the investment business of IFA Complete Financial Services of Hillside, Bishops Walk, Shirley Hills, Croydon because it has failed to comply with an award made against it by the Ombudsman. The award was made in August 2001, and the firm is contesting the decision made by the Ombudsman and has therefore […]

Larger employers on course for stakeholder

Seventy five per cent of British businesses with a turnover of more than £1m have now either set up a stakeholder pension scheme or believe their existing arrangements are sufficient ahead of the 8th October deadline.According to new research from Axa, that leaves an estimated 32,500 larger employers who need to take action.Head of pensions […]

Leading Edge June – Investment panel debate

RLAM’s asset class specialists discuss some of the findings from the panel session at our recent Investment Conference. By Rob Williams, Head of Distribution Welcome to the latest edition of Leading Edge. It has been an eventful six months since the last e-zine. The European Central Bank announced ongoing stimulus measures, while the immigration crisis in Europe threw the […]


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