Tuesday, 28 January 2003
Aim: Growth by investing in unquoted companies
Minimum investment: Lump sum £25,000
Opening/closing date: January 20, 2003/April 5, 2003
Charges: Initial 5%, annual 2.5%
Commission: Initial 3%
Tel: 020 7292 0874
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NU sales down by 7% in 'challenging conditions'
Norwich Union is warning that tough market conditions are set to continue after its new business figures fell slightly in 2002. Total UK sales of £7.4bn last year were down by around 7 per cent from £8bn in 2001. The trend was reflected internationally, with parent Aviva posting worldwide new long-term sales of £14.6bn, down […]
Consultation on orphan assets set for summer
The FSA says it has undertaken preliminary work on the attribution of orphan assets and will consult on it in the summer. In CP176, the regulator says it is developing open processes for policyholders affected by the attribution of orphan assets. The move has come under fire from some critics, who say a transparent process […]
Reach for the PI
The professional indemnity insurance market is in crisis. Many firms are without cover and many have non-compliant cover. The rules regarding professional indemnity insurance are very stringent. They are contained within chapter 13 of the Interim Prudential Sourcebook for Investment Businesses. The rules are very clear in that any firm with a market capitalisation under […]
NatWest gets on the case with self-cert
NatWest is making a concerted bid to win a bigger share of the intermediary market with the launch of its first self-cert mortgage which will initially only be available through IFAs and mortgage brokers. The move this month builds on its new intermediary branding launched early last year, with a private detective theme of Your […]
2015 Global Survey of Financial Advisers
Financial advisers around the world face a new frontier of challenges, including increased fee pressures, tightening regulations, growing competition from automated advice platforms and continued market volatility. In order to better position themselves for business growth, advisers will need to assume three key roles. Click to download full article
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Almary Green eyes merger with Norwich IFA
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
Lions, bees, bulls and bears: The Wells Street Journal
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
FCA eyes 40 firms in adviser recruitment and training probe
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]