View more on these topics

IFAA writes to members to explain phase two filter

The IFA Association has written to all 2,800 member firms to explain its position on phase two of the pension review.


The IFAA says it supports speedy redress for clients financially harmed through wrongful advice


But it wants to create a filter to differentiate between clients advised to take a non-viable transfer and those &#34who made a valid decision but may be disadvantaged&#34 by current market conditions.

Recommended

NPI meet PIA requirements on pension fund withdrawals

NPI says it is one of only four major IFA providers to have already complied with PIA guidelines on pension fund withdrawals.It says its drawdown illustration system has been amended to show both critical yield type A and type B on a client specific basis as stated in the PIA guidance notes.Drawdown Product Manager Jim […]

PIA appoints Sanders to board

The PIA has appointed Roger Sanders Associates principal Roger Sanders to fill the vacancy on its board.The position was created after director Bill Raynes resigned in the wake of the suspension of his firm Raynes Hodder Davidson in June. Sanders previously served on the board from January 15 to July 10 1997.Sanders will also become […]

Autif welcomes stamp duty exemption

The Association of Unit Trusts and Investment Funds is supporting the Government&#39s decision to extend the period of stamp duty exemption on Oeics.The exemption period will be extended until a year after the Government or regulator publishes the second tranche of its Oeics regulations and many fund managers have delayed conversion until this date.Autif director […]

EFM offers children&#39s option on investment trust

Edinburgh Fund Managers is launching an investment trust savings plan with an option that allow parents to invest for their children.InvestIT has a &#39Saving for Children&#39 option which provides parents or grandparents with a flexible lump sum or monthly savings option to build a sum of money for the future.EFM says the option has lower […]

Brexit & the mid cap buying opportunities

By Mark Martin, Head of UK Equities at Neptune  Amid the market volatility in the lead-up to the Brexit referendum, there are buying opportunities for the prudent investor, explains Mark Martin. Click here for full article Important Information: Investment risks This fund may have a high volatility rating and past performance is not a guide […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com