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PIA agrees to endowment surrender advice

The PIA has finally agreed to issue guidance to life offices, requesting they inform endowment customers looking to surrender their policy of the alternative options.

Following months of pressure from market makers and MPs, the PIA said this week it will request life offices inform endowment holders of the possibility of selling their policy on the traded endowment market.

The guidance is likely to be included in the PIA&#39s regulatory update to life offices within the next few weeks.


High Street Home Loans goes for the self cert market

High Street Home Loans has brought in the premier five mortgage.The mortgage is aimed at self-employed people who would have trouble proving how much they earn, as well as those who have had trouble getting a mortgage because of adverse credit.Premier five has a discount of 1.5 per cent from High Street Home Loans’ standard […]

IFAs support the AITC &#39its&#39 campaign

We, and, we are sure, most other IFAs, welcomed the good work started in 1999 by Daniel Godfrey, director general of the AITC, in raising awareness of investment trusts among the investing public. The subsequent endorsement by the AITC of the consolidated investment service Transact gave further proof -if anyone needed it – of the […]

An Inflated view?

Over the last couple of weeks, I have been looking at the risk and reward features of fixed-interest gilts and discussing the past and expected future returns and volatility, highlighting in particular comparisons with deposit-based investments. This week, I want to stay with Government bonds but move on to the index-linked version. Index-linked Government bonds […]

The risks of carry-forward loan

The pension transfer review still continues, which was shortly followed by the alleged misselling AVC/FSAVC review and the endowment review. Many financial advisers have since been heard asking the question “What next?” Well, it seems there is unlikely to be a shortage of future material for the financial journalists and regulators. The latest scheme from […]

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Guide: how to… audit your auto-enrolment scheme compliance

As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.


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