The Association of International Life Offices has seen buoyant offshore figures in single and regular-premium new business for 2004, with total offshore life sales up by 23 per cent last year compared with 2003. Total worldwide life business was 8.3bn compared with 6.8bn in 2003. Worldwide single-premium sales rose by 19 per cent while regular-premium business was up by 30 per cent.
Paragon Mortgages and James Hay are creating a joint venture to provide a range of Sipp products to buy-to-let investors.
West Bromwich Building Society has bought Mortgage Force for an undisclosed sum.
As the April 6 deadline approaches for the first year of 40 per cent of tax relief for VCTs, Louis Nisbet, fund manager and managing partner of specialist investment manager Sitka explains why there is a need for education on VCTs.
The first candidates in the Securities and Investment Institute’s pilot for a new financial services exam achieved an 85 per cent pass rate to gain the Introduction to Investment qualification.
The Pension Policy Institute (PPI)’s recent report “Value for money in DC pensions” tries to identify factors by which people can assess whether their pension offers fair value for money (VFM). Fiona Tait provides an overview of the findings. Positive Outcomes It is extremely hard to assess VFM in a pension. Press activity naturally focuses […]
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The Pensions Ombudsman and The Pensions Regulator have agreed to share information to increase their understanding of issues in the sector. The agreement follows the FCA and TPR announcing in February they will work together on a strategy to tackle risks in the pensions sector over the next five to 10 years. The agreement announced […]
Platform Alliance Trust Savings continues to be affected by staff departures as three senior executives are understood to have left the business. Money Marketing understands commercial director Ed Carey and customer services director Gordon Murray have recently resigned from their posts. According to LinkedIn, Carey joined ATS in 2016 as sales director before taking on the commercial […]