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PIA throws out IFA who forged signature

The PIA has terminated the individual registration of Christopher David

Cundell, a director with IFA Wilman & Lodge Financial Services of 12 Otley

Street, Skipton, North Yorkshire.

The regulator says Cundell forged the signature of a client on a document

he submitted to the PIA ombudsman. He did so without the client&#39s knowledge

and with the ultimate objective of seeking to ensure the client&#39s claim to

the ombudsman would fail.

The PIA says taking disciplinary action of this nature is quite rare and

cannot cite a similar instance in the last three years.


Julian Gibbs

Over the next five years, most analysts expect commercial property to showgross returns in excess of 10 per cent a year. This is made up of yields ofaround 7 per cent plus rental growth of 3 to 4 per centa year. This shouldequate to a return of around 7.5 per cent a year net of […]

TV couch potatoes

Scottish Equitable Protect says a lifestyle of hard drinking, heavysmoking and a poor diet does not have to affect premiums forcritical-illness and life cover. The office is urging IFAs to encourage clients to protect themselvesfinancially against the unhealthy effects of drinking, smoking and obesity. ScotEq Protect says people with unhealthy habits can still benefit fromcompetitive […]

Godfrey demands &#39free&#39 stakeholders

AITC director general Daniel Godfrey is calling on the Government tointroduce “free” stakeholder pensions in a move which he claims would solvethe UK pension funding crisis by 2050. In an article for Money Marketing this week, Godfrey warns that continuingthe status quo – where today&#39s workers fund today&#39s pensioners – will leadto either “massive tax […]

Inside EDGE

Not many people have yet signed up to stakeholder pensions and many ofthose who have will be too young to write. It is proving to be a tax-efficient savings vehicle for the wealthy. Notquite what the Government had in mind. But it still has the potential to bethe product around which our salvation from poverty […]


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