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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Can a healthier body really lead to a healthier mind?
There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Amyr Rocha-Lima: Why HR officers should be your next business relationship target
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
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Are DFM deals really taking risks off advisers?
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]