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PIA revokes suspension of Complete Financial Services

The PIA has revoked its suspension of Croydon-based IFA, Complete Financial Services, after it agreed to comply with an Ombudsman award made against it last year. The IFA was suspended on September 10.

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Fund firms send out warnings

The UK&#39s biggest fund manager Fidelity has spoken out against the Sandler review, questioning the industry&#39s need for a full-scale review and warning it could destroy consumer confidence.Fidelity says the Sandler consultation paper underestimates the sophistication of the UK investment industry and “misjudges the crucial role of the IFA”.It warns that over-regulation may shatter consumer […]

Genesis Home Loans – Genesis Jade Discount Rate

Friday, 5 October 2001.Discounted term: Until April 1, 2003.Discount: 1 per cent.Payable rate: 6.74 per cent.Minimum loan: £25,001.Maximum loan: Up to 95 per cent of valuation subject to a maximum of £250,000.Income multiples: 3.5 times principal income plus second or 2.75 times joint.Arrangement fee: £395.Redemption fee: 5 per cent of original loan in year one, […]

Unwanted Friends

Laurie Dean&#39s client (Money Marketing, September 20) is certainly not alone in being subjected to a plague of invitations to Friends Provident IHT planning (that is, buy a bond) seminars.I have just received the latest of many. Every time this happens, I call them and suggest that reneging on their no cross-selling vows to the […]

LIA wants degree but not fees

The LIA calls for a degree-standard professional adviser qualification in its response to the review and argues against a switch to fees.It says the development of a degree should pay more attention to investment strategy.Up-front commission may cause problems in product design, it admits, but says fees are “the ultimate form of front-end loading, unless […]

Craig Inches – thoughts on how to preserve capital and generate income in an inflationary environment

In this short video, Craig Inches, head of short rates and cash at Royal London Asset Management, offers his thoughts on how to preserve capital and generate income in an inflationary environment. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well […]

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