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IPR bespoke service for small IFAs

Investment research company Investors Partnership Research is designing a bespoke portfolio management service for small IFA firms.

The company is in negotiations with several big IFA networks and nationals to provide them with bespoke discretionary portfolio management services.

It plans to develop a scaled-down version of the service using a software package for smaller IFAs and one-person bands.

IPR has been providing research and portfolio and discretionary management advice since 1996.

Chairman Anthony Curtis, a former JO Hambro director, says one of the company&#39s main strengths is its close contacts with most of the big investment firms in the UK.

He says: “We have all the numbers covered but our strength is in getting to know the fund managers.”


CML launches online regulation training

The Council of Mortgage Lenders has launched an online regulation training package to familiarise both lenders and brokers with the new FSA regulations to be implemented this October. The package is designed to help lenders and intermediaries train for a variety of roles and also aims to support students in understanding the FSA&#39s rules. The […]

Millfield issue brings it closer to self-financing

Millfield has boosted its working capital by £3.6m through the issue of 6.4 million shares in a move that the group&#39s directors hope will enable it to become self-financing. The issue, which increases the amount that Millfield has raised since its March 2001 flotation to £44m, will generate cash which the group says will be […]

Out of context

•”We have more money in pensions than the rest of the EU put together. We could buy Greece. On a blue cross day, we could get Portugal thrown in.” – Scottish Life&#39s Steve Bee puts UK pension saving in context. •”I&#39ll turn down Jimi.” – Hendrix fan Robert Reid, of Syndaxi and Sofa, struggles to […]

FSA filter rethink could leave 10% of customers with wrong product

The FSA is believed to be considering adopting a guided self-help filtered questions regime which it admits could leave up to 10 per cent of consumers with the wrong product. The regulator is thought to be looking at a standard of 90 per cent of customers getting the same advice through filtered questions as they […]

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Healthcare predictions for 2015 from Jelf Employee Benefits

The continuing fall-out from the Competition and Markets Authority’s (CMA’s) review, the rise of the private GP and digital engagement will be the primary focuses in the private healthcare industry during 2015, according to Iain Laws, managing director, healthcare and group risk, at Jelf Employee Benefits.


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