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PIA fines IFA £12,500

The PIA has taken disciplinary action against Sinclair Osborne Financial Services of St. Andrews Fife.

The firm has been reprimanded and ordered to pay £12,500 for compliance failings related to the pensions review.

It has also been ordered to pay £4,000 in respect of PIA&#39s costs.


Ssas trustee law-break risk

Britannic Assurance is merging its marketing and business development teams in a bid to improve customer relations.The integrated teams will be led by new head of marketing David Newman. He was previously national marketing manager.The move follows the life office&#39s launch into the IFA market and the development of a new website earlier this year […]

Charges too high on new endowments says Institute of Actuaries

People taking out new endowments should seek advice according to the chairman of a working party investigating the mortgages. John Jenkins issued the warning after the Institute of Actuaries working party on endowment mortgages found three quarters of new endowments have charges which are too high and that the products are no longer suitable for […]

Portman Building Society launches step-up bond

Portman Building Society is launching a two year step-up bond paying 6 per cent gross in year one and 7 per cent gross in year two.The bond replaces the society&#39s previous three year bond.It has a minimum investment of £500 for accounts opened at a branch or £1,000 for postal applications. There is an overall […]

property boom prediction for pension funds

Solicitor Charles Russell believes pension funds are increasingly investing in commercial properties because of fears of stockmarket volatility.But it warns of a serious shortage of good quality property sites – pointing out funds are mainly interested in industrial sites in the south east and office sites along the M4 motorway corridor.Charles Russell partner Juliusz Wodzianski […]


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