View more on these topics

Life offices back giant tech fairs for IFAs

Leading life offices and technology firms are teaming up to launch a series of technology fairs which they claim will be the biggest programme of IFA-focused events.

Standard Life, Norwich Union, Scottish Equitable, Standard Life, Synaptic Systems and Microsoft are among 15 companies backing the events, which they hope will replace the smaller seminars which have become a financial drain on providers and IFAs.

The first event is set for Manchester on June 11. Organiser IFA Events is inviting exhibitors from all IFA aggregators, portals, life and investment companies and technology firms. It wants IFAs to view all the main technology companies&#39 offerings under the same roof rather than having to attend events across the country.

The life offices and technology firms supporting have contributed £25,000, giving them full exhibition privileges at the events. Each stand costs £6,000.

After Manchester, where 1,000 delegates are expected, further events are planned in London (September 5), Scotland (September 25) and Birmingham (December 5).

ScotEq marketing technology delivery manager Stan Mack says: “ has been founded to fulfil an important need in the financial intermediary community, to help advisers really appreciate the role of technology in their businesses and to receive training and education on relevant technology solutions.”

IFA Events is owned by Money Marketing&#39s parent company Centaur Communications.


Ask clients to contact MPs

Having had an excellent IFA for over 30 years, I am now approaching the age 75 trap.Many clients of IFAs may be unaware that they could write to and request that their MP support the Private Member&#39s Bill that seeks to rectify many pension problems.Perhaps IFAs could suggest this course of action to their affected […]

Cheshire fixes at 5.78% for decade

Cheshire Building Society is expanding its mortgage range to offer nine new loans, including flexible trackers, a first-time buyer product, discounts and fixed rates.The 10-year fixed rate mortgage offers up to a 95 per cent loan at a rate of 5.78 per cent compared with the current variable rate of 5.65 per cent.The loan also […]

Credit Suisse First Boston – Global Titans Income or Protected Growth Plan 2

Type: Guaranteed equity bondAim: Income or growth by investing in a Jersey based companyMinimum-maximum investment: £7,000-no maximumTerm: Five yearsGuarantee: Capital returned in full at end of term regardless ofperformance of underlying investmentReturn: Choice of up to 55% growth, 10% income a year or 2.25%income a quarterInterest rate: 6%Closing date: April 8, 2002Commission: Initial up to […]

Tax-efficient keyperson cover

Tax efficiency is possibly one of the most frequently used phrases in the industry and one that regularly forms the cornerstone of recommendations presented to our customers.In the same way, reference is often made in corporate protection planning to the “tax efficiency” of particular recommendations being made.A major sector of the corporate protection market is […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm