I was very interested in the article ‘Back-book causes backlog at ‘overloaded’ Windsor’ (14 February), as I have experienced the problem first-hand. Our client is transferring the proceeds of a pension plan to Norwich Union so that he can crystallise his benefits. The relevant papers were received by Windsor Life on 4 January 2008. The […]
Aifa director general Chris Cummings has hit out at Chancellor Alistair Darling for announcing measures to mitigate increases in small business corporation tax for some industries but not advisers.In last week’s Budget, the Chancellor set out a number of concessions to small businesses to help soften the increase in corporation tax on small firms from […]
I am clearly not the only person in the UK wondering exactly what the difference is between generic financial advice and money guidance, the former having been dropped in favour of the latter by Otto Thoresen.
We know what it takes to run a successful auto-enrolment project in the retail industry. We are automatically there for some of the world’s best-known retailers at every stage of the process. Take a look at what we have done for our client House of Fraser.
Last month, the BBC’s Money Box covered the story of a protection customer who had seen her quoted life and critical illness premium rise by around a third after she disclosed a historic mental health issue. The woman was taking cover as a parent of young children and had originally chosen an insurer after getting […]
The Chartered Institute for Securities and Investment has set up a helpline for participants in its financial planning mentoring scheme. The helpline, which is being supported by Schroders, will be open to mentors and mentees on the programme, which started on the first of January this year, looking for support in achieving professional financial planning […]
Collapsed wealth manager Greyfriars Asset Management sold its Sipp and SSAS administration business to Hartley Pensions for £820,000 an update on Companies House shows. Money Marketing previously discovered Hartley took on 1600 Sipps, 160 SSAS and almost £500m assets under management onto its books for an undisclosed sum, with fresh documents now revealing the value […]