View more on these topicsPoll
MM Wired: Making IP the default
Topics discussed: • What are the market factors that prevent income protection from being more widely sold, e.g. pricing, consumer awareness? • Is there a tendency to go for the easy sell when it comes to protection, such as life or critical illness? • What needs to happen to make income protection the go-to protection […]
1
Pete Matthew: The importance of selling up without selling out
I read with great interest Carl Lamb’s recent piece about the sale of his firm Almary Green to Standard Life’s advice arm 1825. In it, he eloquently explains the rationale for the decision to sell and argues the old distinction between restricted and independent advisers is changing. He even goes so far as to say he […]
1
Tesco launches into mortgage broker market
Tesco Bank has made its long-awaited entry into the broker market. Tesco Mortgage Intermediaries is being offered first through London & Country, then through Legal & General’s Nouveau panel in the coming months. It has trackers starting from 1.35 per cent, two-year fixed rates from 1.67 per cent and five-year fixes from 2.34 per cent. […]
Royal London calls for guidance for Lifetime Isa savers
Royal London has called on the Government to offer impartial guidance for savers who want to put money into Lifetime Isas. In its submission to the Work and Pensions Committee’s inquiry on automatic enrolment, the firm argues savers should have access to guidance before making choices about workplace pensions and Lifetime Isa. Royal London says […]
Auto enrolment – so far so good?
Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]
Newsletter
News and expert analysis straight to your inbox
Sign up
FCA warns copycat scammers are cashing in on structured product provider failure
The FCA has warned investors that copycat scammers are claiming to represent the custodian of a failed structured product provider to cheat people out money. Reyker Securities took on custody and administration responsibilities after Merchant Capital, the structured products arm of Merchant House Group, went into administration in January 2013, leaving £400m in structured product plans in […]
FSCS to pay back 2,700 clients of collapsed DFM Beaufort
The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Profile: Fiducia on really knowing your clients
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]