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Light touch enough for protection says Swiss Life

Full regulation is not needed for protection advice says Swiss Life technical manager Bob Cheesewright.

Reacting to the Treasury announcement of its intention to introduce statutory regulation for protection and general insurance, he says there is a clear difference between investment based and protection style products.

Cheesewright advocates light touch regulation for protection which encourages good practice but doesn&#39t see the need for expensive regulatory audit procedures which will inevitably lead to higher costs for consumers.


Scot Mut launches family trust to tackle inheritance tax

Scottish Mutual is launching a family trust that allows personal pension holders to cut their inheritance tax bills. The Spousal By-pass trust allows death penalties payable from personal pensions policies to be held for the benefit of the family member, whilst reducing the charges to inheritance tax.Scottish Mutual taxation and trust specialist Neil MacGillivray says: […]

Brokers welcome regulation decision

National mortgage brokers have given an overwhelming welcome to the decision to regulate mortgage advice.Charcol senior technical manager Ray Boulger says: “This is good news. The CML lender and larger brokers were all sending the same message that the key is to regulate advice. The Treasury initially misjudged the importance of advice and it is […]

FSA adding fund data to comparative tables

The FSA is to expand its comparative tables to include unit trusts and Oeics in February but has ruled out the inclusion of investment trusts before October 2002.The upgraded website is also set to include a new ethical fund filter, which will allow investors to filter out non-ethical funds in the UK all companies sector. […]

Divorcees&#39 pension warning

Couples contemplating a divorce should consider the full value of any pension scheme benefits, according to consultant actuary The Resolve Partnership.It says the true value of a pension is often overlooked and that spouses should be receiving up to double the current amount of their partner&#39s occupational pension through divorce settlements.Resolve believes the pension sharing […]


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