View more on these topics

Lombard International targets more IFAs

Luxembourg-based Lombard International Assurance is to extend its UK IFA distribution channel, targeting high-net-worth individuals.

Lombard International will add a further 15 to the 30 firms it deals with at present, offering a life assurance wrapper for investments, with special terms for over 40 fund management groups and 600 different funds.

Minimum investment is £100,000, but Lombard International says the average investment is around £350,000.

Lombard International UK sales head Stephen Atkinson says “We are convinced that the Lombard structure is ideal for IFAs&#39 high-net-worth clients as it is designed specifically to meet their individual needs in a tax-advantaged environment.”


Eagle Star flies with-profits flag

EAGLE STAR WITH-PROFITS BOND Type: With-profits bond. Aim: Income and growth by investing in unitised with-profits and up to 12 unit-linked funds. Minimum investment: £5,000. Bonus rate: 5.25 per cent. Allocation rates: Option one – £5,000-£19,999 – 95 per cent, £20,000-£29,999 95.25 per cent, £30,000-£49,999 – 95.5 per cent, £50,000 and above 96 per cent. […]

Wise IFAs build their house upon the Sandler report

From my conversations with people in the IFA industry, it worries me intensely that we are not taking the Sandler review as seriously as we ought. I believe advisers who take on board the principles of the Myners and Sandler reviews will immediately prosper, as will their clients. The issues discussed in my articles over […]

Dunbar brand to fade away

The Allied Dunbar brand is set to all but disappear by next year following Zurich&#39s decision to ditch the name from its pension range. The move follows the renaming of the Dunbar franchise network as Zurich Advice Network this week. Dunbar will only exist as a protection brand where Zurich believes it has a strong […]

Settling on a plan

I am 26 and have just started my first full-time job. I qualified from university three years ago and, after some world travel and a series of part-time positions, feel it is time to settle down. What should my financial priorities be? You should certainly continue to enjoy yourself. Most people in their mid-20s will […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment