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Make the switch to charging fees

IFA Fee Based Advice is organising a two-day course for advisers on the 4th and 5th of April in Manchester on how to switch to charging fees.

The course is aimed at developing the skills of practice managers. It will be lead by Ken Moore, a director of Fee Based foundation – a sister company of the IFA. He will be joined by Annette Barnes, who will be supported by training team from Scottish Equitable.

Moore says: “IFAs who are serious about a future based on charging fees need to consider the role of the practice manager in their business. This is an area of training that has been totally ignored by training organisations.”


Treatment Centre EIS offers helping hand

The Treatment Centre Company is an enterprise investment scheme (EIS) that aims to buy and operate treatment centres and temporary accommodation for people with drug and alcohol problems. The board of directors plan to raise up to £5m to buy the centres and a cluster of surrounding residential properties. Each residential property is expected to […]

FSA says thousands face losses on bonds

The FSA has admitted that tens of thousands of investors could be facing losses to their capital when dozens of index-linked structured products mature this year.Managing director Michael Foot, speaking to bankers at The Retail Banking Conference sponsored by The Economist in London last week, said that thousands of investors with bonds maturing in the […]

Alliance Trust cuts paper use to help environment

Investment trust Alliance Trust Savings is launching a campaign aimed at helping the environment by halving the paperwork it sends to investors.It predicts its Save a Tree in 2003 campaign could save up to 50 trees a year. Last year, it sent out a total of 920,000 sheets of paper in 368,000 envelopes to investors, […]

HSBC gears up for performance plus

HSBC Bank is aiming its latest performance plus individual savings account (Isa) at investors who are looking to reinvest their maturing Tessas. The Isa is linked to the performance of the FTSE 100 index and returns the original capital at the end of the five-year term. Investors also get up to 45 per cent of […]

Pensions Dashboards around the World

Steve Webb’s latest policy paper British savers risk being left in the ‘slow lane’ unless the UK Government takes a more active role in ensuring the successful delivery of a Pensions Dashboard. The report, ‘Pensions Dashboards around the World’, coincided with a major conference that was held on Monday 16 May and brought together experts […]


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