Money Marketing has great sympathy for Lansons PR and uber Arsenal fan Joe Laing.Having got tickets at the last minute for the Champions League Final last week, the Lansoneer rushed to get the Eurostar in time to get to Paris for the match. After paying an obscene amount of money for his ticket, he managed to miss the train by two minutes, leaving him severely out of pocket and humour. After the defeat of his team, perhaps it was just as well that he was not stuckwith nowehere to stay with all those celebrating Barcelona fans in Paris. Zurich is launching Challenge 2006, which calls for organisations local to its offices to challenge Zurich staff to complete various events. Last year, the firm’s staff took part in 170 challenges and this year’s work includes organising a barbeque for Swindon children’s charity Calm and sprucing up a nature trail for Birmingham-based Meadows Special School.
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Advisers are overcomplicating inheritance tax planning for clients to earn higher commission, claims a Brentwood IFA. Unizone principal Richard Prudence says media publicity on IHT planning is prompting advisers to recommend trusts more frequently than is necessary. He says IHT planning needs to go back to basics. Prudence says the media have given extensive coverage […]
Swiss Re’s annual industry protection report reveals that the life assurance protection gap remained static at £2.3 trillion in 2005/6 for the first time ever but the income protection gap grew to £170bn.
The Government will be proposing two alternatives to the administration of NPSS according to leaked details from the white paper on pension reform.The leak to The Guardian this morning suggests that the administration of the national scheme could be organised through providers managing personal accounts.This would allow individuals to choose their own accounts from a […]
The introduction of ground-breaking pension freedoms in April 2015 has created some uncertainty for employees and employers alike, and they are looking for help. With further changed announced in the summer Budget, employees really need help to understand how the changes affect them.
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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 […]
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 […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]