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Online education for GI compliance staff

FSA Solutions has set up an e-learning compliance programme for regulated firms and employees in the GI sector. The system is accredited by the Chartered Insurance Institute and available through the firm’s website or through the Acturis Broker Platform.

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20/20 Vision

The Finance Act 2006 is now with us. The 34 paragraphs in Schedule 20 are organised in six parts dealing with: Trusts for bereaved minors, age 18-25 trusts and accumulation & maintenance trusts. Interests in possession. Related amendments in IHTA 1984. Related amendments in TCGA 1992. Property subject to a reservation. Conditional exemption – relief […]

Weight of evidence

Despite the decline in equity markets over the second quarter, we believe economic fundamentals and valuations within global markets remain very reasonable.

Nationwide 20m deal to sponsor England

Positive Solutions is looking to set up a fund platform by the end of March 2007. Positive Solutions advisers use all the major platforms but the firm says it aims to create its own proposition. Executive chairman David Harrison says a truly independent adviser cannot favour a single provider-owned proposition but does need access to […]

Rate rise surprises market

The Bank of England’s decision to raise interest rates by a quarter of a point to 4.75 per cent caught the markets by surprise. The monetary policy committee says last week’s move is in response to its expectation that inflation will remain above the 2 per cent target for at least the short term. This […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]

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