The FSA says the majority of responses to the Financial Ombudsman Service funding review favoured options E to H, where advisers get between five and 10 free cases with an increasing flat fee.
Bright Grey product marketing manager Alison Flintham is leaving the firm in January to play for the Scottish team in the touch-rugby World Cup.
Norwich Union has signed a deal with Openwork that will see the network refer equity release business to the insurer.The announcement follows the FSA’s call for intermediaries to either improve the level of equity release business they write or refer leads to specialist providers. NU director of business development Philip Willcock says: “We are delighted […]
Zurich has launched a new guaranteed whole-of-life plan, to be marketed as an alternative estate planning tool. The firm says although clients will pay a higher pre-mium for the guaranteed rate than a reviewable rate, it off-ers the peace of mind that many will people need when carrying out their estate planning. The Zurich adaptable […]
Layton Blackham Financial Services has set up its wealth management platform after white-labelling Standard Life’s wrap. The firm is launching with 750 core funds but clients can access funds off the platform for an additional fee. Layton says it will aggregate the annual management charges across the tax wrappers on its platform, with legacy products […]
Did you know that 60 per cent of business owners said they had no protection in place to cover the cost of buying shares should a business owner die?*
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology