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L&G launches pension transfer CD Rom for IFAs

Legal & General is launching a CD Rom designed to make life easier for IFAs doing pension transfers. It includes product information, competitor information, transfer analysis and marketing support data.


Julian Gibbs

I believe Scott McGlashan is the best Japanese fund manager of all. JO Hambro has hired him to run its new Japan Oeic and, like the other JO Hambro fund managers, he has a share in the equity and the performance fee as well as investing his own money in the fund. He has over […]

Savings on bond transfers

The personal investment and pension markets are now more difficult places in which to be an adviser. However, it is important that you do not forget the enormous opportunities that still exist for your clients. Some of your clients, who have existing single-premium insurance bonds, will be dissatisfied with the opportunities for future returns offered […]

Sourcing row over software claim

Mortgage Brain has slammed rival Trigold&#39s claim that it is the first sourcing provider to announce a launch date for FSA-compliant software. Last week, Trigold said its Prospector AAA software is set for release on July 30 and claimed to be the first sourcing system to confirm that it would be ready for regulation in […]

Independent view

Prime Minister Tony Blair recently announced a reverse gear change and wants to offer us a referendum on the European Union constitution. I am too old in the tooth to take this promise as anything but a political move. It is at times like this that your mind becomes more concentrated on the whole EU […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


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