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IFA proposes pension conversions

A Bath-based IFA is proposing that loyalty scheme points and cash-back offers should be convertible into pension savings in a bid to bridge the retirement savings gap.

Money Wise IFA director Malcolm Coury has lodged a patent for the idea that would aim to convert consumer offers into pensions savings.


The pensions of discontent

Pensions remain the most important issue on the financial services policy agenda – and they continue to grow in importance day by day.Over the past month, we have seen major names, including Maersk, British Airways, Prudential and Scottish Widows, abandoning their own defined-benefit schemes.The significance of the moves made by the last two companies on […]

A Zifa consultant and a tale of woe

Our Zifa consultant brought to our attention a “fully investigated, capital protected fund” via Imperial Consolidated.This fund guaranteed a 15 per cent return in year one. Further, the plan benefited from “policyholder protection”.Given the excellent terms on offer I decided to invest in the fund myself. I rebated all the commission back into the fund […]

TMB appoints new business director

Specialist lender The Mortgage Business has appointed Paul Graham, 32, as new business director. Graham has worked for TMB for 11 years accumulating experience in a range of roles from litigation to underwriting, including his most recent position as senior new business manager. TMB managing director Bill Dudgeon says: “Paul is a key member of […]

ProAct to link firms with buyers

Law firm ProAct Legal has set up a scheme which aims to throw a lifeline to IFAs struggling to find PI cover.The firm found that 27 per cent of IFA firms may not get PI cover and 63 per cent face increases of more than 300 per cent in its research among 100 firms during […]


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