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IFS latest market maker to join Tep Exchange

IFS is the latest market maker to join online trading platform TEP


IFS has already commenced purchasing via The TEP Exchange

platform, which has Surrenda-link and AAP on board at the instant quote stage of its service.

The Tep Exchange recently linked to The Exchange and has seen

in excess of 1,900 policies being submitted for sale, equalling

approximately £20m worth of endowment policies.


SLCAM gives green light for Oeic conversion

SLC Asset Management subsidiary Sun Life of Canada Unit Managers has gained overwhelming approval for the conversion of 10 of its unit trusts into Oeic sub-funds.Of unitholders who responded, 95 per cent voted for the change, which will affect assets worth over £1bn. The Oeic will consist of 10 sub-funds covering UK Growth, Smaller Companies, […]

Smooth move

Why are so few life offices offering gua-rantees on their with-profits stakeholder?Birks: Isn&#39t a better question why are so few life offices offering with-profits stakeholder? I can&#39t say for definite.If R&SA were to offer with-profits stakeholder, I think we would offer the same guarantee (that is, money back on normal retirement (+/- one year) if […]

Proximity is no guarantee

Julian Stevens complains about his Friends Provident “broker consultant” being 160 miles away in Manchester but that is close compared with most of mine. They include Scottish Widows (Edinburgh), Scottish Provident (Reading), Prudential (Reading), Clerical Medical (Bristol), Legal & General (Cardiff), Norwich Union (Sheffield), NPI (Cardiff) and Axa Sun Life (Heaven knows). Proximity per se […]

Opportunity amid the upheaval

The shadow of stakeholder&#39s charging cap is being cast far and wide over financial advice. What was once bread and butter business before stakehol-der is thought to be heading for a crash commission diet. But the outlook for IFAs is by no means all doom and gloom. The corporate pensions market is clearly set for […]


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