View more on these topics

PIA to issue TEP guidance

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.


Wealth of opportunity in the workplace

The US experience in financial services is widely banded around as a model that the UK market follows. Worksite financial services are already common in America. Stakeholder offers the key to this door for IFAs in the UK, and opens up an affinity channel that is extremely cost-effective to service for other more profitable business. […]

IFAs face liability threat on DBS-Cofunds&#39 deal

DBS and Cofunds have hit a stumbling block over theirproposed link-up after the network discovered IFAs will be liable for any damage to the supermarket caused by computer viruses. DBS-owned portal Assureweb announced its intention to link up with Cofunds in February but before signing adeal it found a clause in the contract which made […]

Eve quits E-loan for new net role

Online broker E-Loan managing director Frank Eve has joined internet solutions company Screen Pages following the sale of E-Loan to Moneygator. Eve founded the UK&#39s first online flexible mortgage infomediary,, in February 1999 before selling the company to E-Loan eight months later, becoming its product strategy director as part of the deal. After being […]

Legal & General has worked hard to boost mortgages

I am responding to the “Loan arrangers in showdown” article in Money Marketing (March l). By way of background, in December 1997 my company won a contract to develop the Mortgage Decisions desktop system which is now in widespread use by agents introducing business through the Legal & General Mortgage Club. Following detailed research and […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm