View more on these topics

Millfield expects significant proportion to multi-tie

Millfield says it expects a significant proportion of its 1800 advisers to opt for multi-tie.

It also believes that the proposition will be extremely attractive to other advisers in the industry.

Millfield advisers will have the option of staying as IFAs, becoming multi-tie advisers, or taking a dual authorisation approach of multi-tie, with a whole of market option for clients who have more complex needs.

Millfield chief executive Paul Tebbutt says: “Now Millfield has a competitive offering for all the different advisory options, which will give us access to the different revenue streams in the depolarised world. Coupled with our significant scale and a growing brand, we
now have the opportunity to create a highly successful and profitable business.”


FSA investigates BIA on whole-of-life sales

Berkeley Berry Birch network subsidiary Berkeley Independent Advisers is being investigated by the FSA over the suitability of whole of life and regular savings plan sales. The products were sold between December 1, 2001 and September 27, 2004 and represent a total of 3,150 sales. BIA has since suspended sales of these products pending a […]

Julian Gibbs

The Way Inheritor plans are some of the best inheritance tax mitigation plans on the market. They avoid inheritance tax completely over a seven-year period while giving the settlor access to flexible amounts of income should it be required.

Glass act

PR to avoid having lunch with if you have afternoon deadlines. A dead heat between Pippa “let me wash that glass out with Champagne for you” Russell of Selestia and free-lance PR goddess Angela “Would you like a glass of wine or a G&T?” “Actually, I’ll have a bottle of gin and a bottle of […]


Worst freebie of the yearFirst Active gets the thumbs down for its sartorially inelegant logo-emblazoned cuff-links. The circular beasts feature the group’s tasteful thumbs up logo and are currently gathering dust in the Diary’s hall of shame. A special mention to IFA John Joseph for giving us a tape of one of his “legendary” speeches […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm