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Pass continues Review services for IFAs

IFA services firm Pension Advisers Support System has announced it will continue to offer its range of services to IFAs for the Pensions and FSAVC reviews through 2002.

Pass offers assistance to IFAs in dealing with the reviews such as advice and loans to cover compensation claims. Since its founding in 1998, it has received 500 loan applications for £53.5m.

Both reviews come to a close next year. IFAs are required to have completed the Pensions Review and 90 per cent of their FSAVC Review cases by June 2002, finishing the FSAVC Review by the end of the year.

Pass chief executive Mark Penton says: “There is still a lot of work to be done during this critical part of the review process and there is still a degree of uncertainty surrounding the impact and scope of the windfalls issue which is currently being looked at by the Regulator and other bodies including ourselves.”


CABs say UK consumers ill-informed about personal finances

British consumers are paying a high price for being ill-informed and unconfident when it comes to making crucial decisions about their personal finances, according to a new report from the National Association of Citizens Advice Bureaux. NACAB estimates the collective cost to consumers of poor financial literacy skills could be very significant with £4 billion […]

DBS issues N2 factsheet

DBS network has issued its sixth and final factsheet to members explaining the implications of N2 from November 30.This factsheet outlines the main changes it is making to the procedure for handling complaints about IFAs from clients in line with the FSA&#39s regulations.DBS is asking its members to forward complaint details to its enforcement team […]

Aegon UK appoints industry development head

Aegon UK has appointed Peter Williams, 47, in a new role as head of industry development.Williams, who was previously Scottish Equitable IFA training manager, will be aiming to develop Aegon UK&#39s relationship with trade and industry bodies along with director of corporate communications, Laurie Edmans and director of pensions development, Stewart Ritchie.He has been with […]

The pension puzzle

In the summer of 2001 the IPPR published its interim report on pensions and long-term care policy. The report suggested that a wide range of people – in the pension industry, the academic world and among other stakeholders – had begun to fear that the Government&#39s pension policy was unravelling. In autumn 2001, the pensions […]

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]


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