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IFAA threat of another judicial review

The IFAA fears that the FSA&#39s proposals will invalidate IFA&#39s professional indemnity insurance. Its main objection is that the proposed actuarial assumptions for assessing losses are based on economic conditions of 1998.

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Capulet sues lead-generation firm

Capulet Financial Management financial planning director Richard Facer is issuing a county court summons against Stewart Kennedy, principal of lead-generation company Business Appointments, and not a county court judgment as stated in the February 12 issue.

Broker fined £10,000 after monitoring visit

The PIA has fined a Kent broker £10,000 after “serious concerns” were identified in a monitoring visit. It says Julian Harris Financial Consultants of Musgrove, Ashford, failed to seek relevant information about the circumstances and investment objectives of its clients and failed to organise and control its internal affairs in a responsible manner. The PIA […]

Exeter cuts Pep initial charges

Exeter Fund Managers is offering a 1.5 per cent discount on the initial charges for its two Pep portfolio funds. The initial charge has been cut to 3.5 per cent from 5 per cent for the Chameleon Income Portfolio and the Chameleon growth fund until May 29. An annual charge of between 1.25 and 1.5 […]

A CONSUMER&#39S VIEW

With-profits policies – both lump-sum and regular savings – are arguably the only mass-market investment products worth having since, unlike unit-linked endowments, they offer both greater flexibility and lower charges With bonuses for 1998 now being declared, 25-year policies maturing this year are showing average returns of 13.5 per cent tax-free – a very respectable […]

UK: mid-year review and outlook

By Mark Martin, manager of the Neptune UK Mid Cap Fund, and Scott MacLennan, manager of the Neptune UK Opportunities Fund H1 2014• Equity markets continued to show strength: despite a strong rally in 2013 driven by a market-wide re-rating, equity markets continued to generate positive returns for investors. Economic activity continued to be stimulated […]

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