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Pointing the way

Point One is holding a series of workshops around the UK focusing on the basics of future FSA regulation. The workshops will offer Point One members guidance on issues such as the impact of general insurance and protection regulation on firms, the application process, variation of existing permissions for firms already authorised by the FSA, timescales and costs applicable to the application process.

The workshops will also consider the approved persons regime and responsibility within the senior management structure, as well as future training, competence and recruitment requirements.

Non-members can also attend. Those interested should contact Joanne Philips on 0161 942 4214.


Platform launches new management development incentive

Platform&#39s managers are to train for the Institute of Leadership and Management team leading certificates. Platform hopes that by July, 30 managers will have gained the certificate. It says the course should improve employee performance through its focus on the specific role of team leaders. Managing director David Tweedy says: “This new people development initiative […]

Smee says IFA numbers will not fall after depolarisation

Aifa director general Paul Smee is aiming to allay fears that the IFA market is diminishing and that the number of advisers in the sector will fall following depolarisation. In a speech to the Insurance Institute of London on Wednesday, Smee said he believes that concerns that the number of advisers in the sector will […]

UK savers squander £110m in Isa tax breaks

UK savers are squandering £110m in Isa tax breaks according to research from IFA Promotion. The research shows 5.4 million UK adults hold bank or building society savings accounts and stocks and shares but no Isas, and 4.2 million taxpayers hold equities but no Isas. IFAP estimates that of these 418,000 have increased their investment […]

Soaring IHT bills bring opportunity for advisers

The amount of inheritance tax collected by the Inland Revenue over the last 10 years has doubled to over £2.3bn in 2001/02 from £1.2bn in 1992/93, presents an opportunity for IFAs, says Scottish Equitable. The company says the number of people likely to be hit by IHT is rising as property price have soared. ScotEq […]

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]


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