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Intelligent Finance, the…

Intelligent Finance, the online branch of Halifax, is hoping to provide

20,000 IFAs access to their full range of personal finance services by its

July launch.

The bank has recruited 16 sales executives to deal with financial

advisers. An advertising campaign will be geared towards IFAs and there

will be also a series of roadshows.

Pictured above: head of sales Ian Jeffrey demon- strates the system to

East Scotland account executive Dawn Lockhart.


FSA in move to stamp out money launderers

The FSA has set out its strategy for IFAs in the fight against moneylaundering.In its new role, required by the Financial Services and Markets Bill, theregulator will have the power to institute criminal proceedings forbreaches of the money laundering regulations of 1993.The rules include ensuring the names and addresses of new customers areknown, keeping records, […]

Providers fear Govt pension statement will confuse public

Pension providers are voicing concerns that the Government&#39s CombinedPension Statement may confuse the public about their pension entitlement.They fear the statement, which provides pension planholders with estimatesfor their retirement income by combining details of private pensions andstate benefits, could lead to people expecting more income than they willget.Each provider is expected to provide customers with […]

Broker support team for Cater Allen Bank

Cater Allen Bank is creating an intermediary sales support team in a bidto boost its banking services.CAB says it has assembled the sales team to boost its commission-payingbank account services to intermediaries.Newly appointed regional sales manager Andrew Chalmers has been with CaterAllen since 1998. His role will involve co-ordinating six area salesmanagers.The new managers include […]

IFAs name stakeholder pensions as the crucial issue facing industry

Independent financial advisers unanimously place stakeholder pensionsabove polar- isation and regulation as the key issue facing the industry.Research carried out by Zifa polled 250 randomly selected national IFAs,network IFAs and sole traders and reveals stakeholder is uppermost in allIFAs&#39 minds.But when asked to rank two further issues in order of importance, theanswers were coloured by […]


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