IFAs came racing out with their hockey sticks following John Shackle-ton’s presentation at the FSA conference last week.The Worldwide Financial Planning chief made no secret of his desire for the industry to move towards a “level-playing field” – about 40 times. If next year’s MM awards add another category (to Jack Dee’s delight) for Most Overused Phrase In A Presentation, the panel have a winner – absolutely not a level playing field.
I had to write to congratulate Ian Lowes for his article in Money Marketing (February 10). I agree 100 per cent with his response to the contracting-out issue. I have been making similar remarks to clients for many years.
Assureweb has deals in place to continue funding of an unspecified sum with three product providers after an existing agreement runs out at the end of May. In January 2002 Norwich Union, Scottish Widows and Friends Provident agreed to pay 16.8m for ongoing services until May 2005. At that time those three providers plus Aegon […]
Lifesearch became the first specialist IFA to win Money Marketing’s IFA of the Year award last week.
Scottish Equitable head of business development Steven Cameron assesses the radical plans set out by the ABI for changes to adviser remuneration.
Re-enrolment is a sizeable task, and requires proper planning. You must ensure that eligible staff who are not already in your auto-enrolment pension scheme are put back into it.
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]