Prudential is looking at developing its own wrap but says it will monitor the market before making any decisions. If it goes ahead, it says it will adopt a model that involves third parties sharing costs.
Legal & General has attacked IFAs’ cash demands for making signing up multi-tie panels a “seriously sticky” process. Finance director Andrew Palmer told MM sister title Finance Week that when negotiating multi-tie deals, the opening question from many adviser firms has been “how much are you prepared to pay us to be on our panel?”, […]
The Association of Mortgage Intermediaries is launching a guide to help intermediaries with lead generation. The move follows concerns from AMI members about the increase in the number of lead-generation firms which often do not deliver what they promise or deliver below their original sales pitch. The AMI says there have been some cases of […]
Aifa is experimenting with the idea of providing customer care managers for the major networks and support services grounds as a way of promoting Aifa and allowing a better flow of information to members. David Severn responded to a query from a network member at the roadshow by saying that Aifa was piloting a customer […]
According to Doug Rice, managing director of international services, in 2015, managing their international duty of care will become an increasing focus for UK-based overseas organisations in both managing their short- and longer-term challenges. As a result, strong independent advice and innovative technological solutions will become more important than ever in managing their global benefits.
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The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]