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IFAP produces endowment mortgage factsheet

IFA Promotion has produced a factsheet to help consumers understand endowment-linked mortgages and encourage them to seek independent financial advice.

The “Confused about endowments?” factsheet explains in a question and answer format why endowments are linked to mortgages, how endowments work, why providers are reviewing endowments and what people should do if their policy is unlikely to cover their mortgage.

It also outlines the options available for people to ensure their mortgage is covered, like increasing premiums, taking out an additional policy, extending the term of the policy and taking out an alternative investment.


David Marlow

I say tosh to all those who think execution-only services cannot work.Focused advice or, in compliance speak, limited advice, where a client doesnot receive advice on financial needs and objectives but instead receivesadvice on one specific aspect or area of need, is another of the issueswhich seems to provoke opposing views. Personally, I think there […]

1% extra allocation on R&SA lifestyle bond

Royal & Sun Alliance is offering an extra 1 per cent allocation to all newcustomers investing in its with-profits bond until October 31. The company is making the offer to mark the fifth anniversary of itslifestyle bond. With-profits is one of 20 fund options currently availableon the bond. The extra allocation means new clients will […]

Raising standards on moves to treat customers fairly

Open letter to the FSA The study published by the FSA on “treating customers fairly after the point of sale” made many valid comments which are supported by the Co-operative Insurance Society.The FSA states that unrealistic expectations are often the product of badly written information that fails to point out the risks or relevant features […]

FSA&#39s Aitken wants debate on Towry

An FSA official has admitted that the role of the ICS in taking on£30m of Towry&#39 Law&#39s liability must be urgently debated. Head of relationship management investment firms division Robert Aitkenmade his comments under pressure from IFAs during a question and answersession at M&E Network&#39s annual conference. He said: “We need to look atthe ICS […]


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