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Tribunal upholds FCA ban for PI broker

The Upper Tribunal has upheld a decision by the FCA to ban a former professional indemnity insurance broker. Stephen Allen was issued with a decision notice by the FSA in July 2012, which intended to ban him because he was not a fit and proper person. The regulator said Allen had secretly added a fee […]

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Locking horns: Garry Heath clashes with Apfa over adviser trade body plans

The launch of a new trade organisation representing advisers has reignited the debate around the industry’s ability to lobby at the highest level. This week Money Marketing revealed how former IFA Association director general Garry Heath is launching a new trade body in May for wealth managers and independent and restricted advisers. Heath says Apfa […]

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ABI: Providers took 200,000 calls in first week of pension freedoms

Providers handled over 200,000 calls from customers in the first week following the introduction of pension freedoms, according to the Association of British Insurers. ABI figures out today show members of the trade body received 229,932 calls between Tuesday and Friday last week about the reforms. This is a 214 per cent increase compared to […]

Trusts: Easier than you think?

Protection providers often extol the benefits of placing plans in trust. The advantages for clients are widely recognised and numerous – inheritance tax mitigation, avoiding probate delay, controlling claim proceeds, and so the long, familiar list continues. Yet, dismissed as unnecessary form-filling, or simply viewed as irrelevant in the context of a mortgage sale, less […]

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