The IFA contesting a restitution order being made by the FSA in the High Court has been given until December to strike a deal. Bill Matthews, a partner with William’s Life Pension Mortgage and Insurance Services, will hold discussions with the FSA for compensation and costs over a pension review.
Kensington Group announces that Martin Finegold has stepped down as a non-executive director of the board of the company with effect from November 29 2004.
Two-year fixed rates and ext-ended overhangs could leave mortgage intermediaries facing misselling claims, according to experts at the Mortgage Business Expo 2004.
How many times have you had to make a call or arrange a new meeting with a client to tell them of an unexpected loading, exclusion or decline? The way to avoid it is to set their expectations properly at outset you have to know quite a lot about underwriting.
Mortgage distribution group First Mortgage Options says it has been inundated by demand for Cemap training courses since M-Day.
By Tracey Dickson, marketing consultant There are almost 7 million carers in the UK – that’s around 10 per cent of the population who provide unpaid care for a disabled, seriously ill or older loved one.1 But according to a report from the charity Carers UK, 20 per cent of people providing 50 hours or more of care […]
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]