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Just Retirement cuts lifetime mortgage by 0.1%

Equity release provider Just Retirement has cut the rate of its roll up lifetime mortgage plan by 0.1 per cent.

The change came into effect on January 12 and all applications which have been submitted after that date will be offered the new rate.

Just Retirement external affairs and customer insight director Steve Lowe says: “With food bills, energy costs and inflation on the rise, now may be the right time for advisers to consider equity release products for their clients as a way to top up their retirement income.

“We believe that equity release market will expand significantly in coming years such that thousands more individuals may attain the lifestyle improvements that equity release provides to increasing numbers of retirees today.”


Russell Investments IFA sales chief to exit

Russell Investments head of UK IFA sales Danny Callaghan is to leave the firm. The firm appointed Callaghan as head of UK IFA sales within its UK private clients services investment team in October 2010. Callaghan joined Russell Investments from Montpellier Asset Management where he was a partner. Prior to this he was a sales […]

France downgrade disappointing, says Fidelity chief Rossi

Fidelity chief investment officer for equities Dominic Rossi says the downgrade of France by Standard & Poor’s is part of a “general re-pricing of sovereign debt”. He says the re-pricing had started with the weakest countries like Greece and now moved on to “primary bond holders” Rossi says: “While the downgrades to France may not […]


Advisers may de-reg over VAT guidance

Final HM Revenue & Customs guidance on VAT is likely to see some adviser firms cancelling their VAT registration as it will confirm their advice offering is outside of scope. Attain Wealth Management de-registered from VAT in November on the advice of a tax specialist. Managing director Gordon Crothers says: “The way I have designed […]


Which? research finds wide variations in advice fees

Which? has called for advisers to publish a rate guide on their websites in order to help people make an informed decision about choosing an IFA, after research showed large variations in the fees charged. According to Which?, a survey of 200 advisers showed the average fee quoted to transfer a £10,680 investment into a […]

Benefits - thumbnail

Global benefits predictions for 2015 from Jelf International

According to Doug Rice, managing director of international services, in 2015, managing their international duty of care will become an increasing focus for UK-based overseas organisations in both managing their short- and longer-term challenges. As a result, strong independent advice and innovative technological solutions will become more important than ever in managing their global benefits.


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