View more on these topics

Momentum targeting Job hunters

National IFA Momentum has signed a deal with online careers and human

resources site to provide exclusive financial

information to job hunters.

The service allows visitors to the site to access information compiled by

Momentum on aspects of tax, investments and pensions. The information is

tailored to be relevant to job hunters by covering issues such as what

people should do about their pension when they are between jobs and how tax

should be managed at different stages of the working life.

The page also has a link to where people can learn

how to contact Momentum. The IFA, which has nine UK offices, already has

links with the targeting mothers and aimed

at elderly people.

Marketing manager Sharon Mason-Hunter says: “We decided to link with

Stepstone because we think it is the best recruitment site and has a high



Pacific quartet appeal to Baillie Gifford

Baillie Gifford is branching out in the Pacific with the introduction of the developed Asia Pacific fund.The fund is an open-ended investment company and is aimed at institutional investors such as pension fund trustees as well as private investors who are looking to add a medium risk investment to an existing portfolio.The fund will invest […]

Dunbar in £30k bid for IFAs to multi-tie with £30k

IFAs claim Allied Dunbar is trying to lure them by offering the chance to become hybrid multi-tied franchisees later this year with loans of up to £30,000. The package, offered in a series of presentations and meetings with senior Dunbar management, would see IFAs tying to the group until September or October, when the life […]

Group may propose locking commission

An Aifa and ABI working group set up to thrash out agreed contractualterms bet-ween providers and IFAs may recommend that commission cannot bealtered on existing contracts without prior notice. The group, made up of IFAs and providers, is trying to create a standardset of terms of business and will aim to put its recommendations to […]

Over a million review requests

Phase two of the pension review as at March 2001 showed that of the1,220,984 requests for review, 1,066,552 were against product providerscompared with 97,977 against networks and big IFAs and 56,435 against smallIFAs. Claims found to have reviewable cases were split 782,651 againstproduct providers compared with 782,651 against networks and big IFAs and41,176 against small […]

Life cover for life

Jennifer Gilchrist Proposition Lead – Design, Royal London When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that way because before the arrival of RDR in 2013, that’s more […]


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