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£5.1bn IFA Saunderson House up for sale

The parent company of IFA Saunderson House has indicated the business is up for sale. In a trading update today, IFG Group, also the parent of James Hay, says it has received a number of approaches for the business. The trading update says: “Discussions are at a preliminary stage. The group will consider a sale […]

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Aviva replatforming issues delay adviser payments

Problems with Aviva’s platform upgrade have meant some payments to advisers have failed to go through. Advisers have also complained to Money Marketing that there have been delays to income payments due to clients. Aviva has been beset with problems since it launched its new FNZ-powered platform on 23 January. This launch followed five-days of […]

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Aegon rejects PensionBee allegations over blocking transfers

Aegon has rejected allegations from PensionBee that it has blocked hundreds of requests to move small pots electronically. An open letter dated 31 January from PensionBee chief executive Romi Savova to Aegon UK chief executive Adrian Grace makes several allegations. Savova alleges that, since 8 June 2017, customers wishing to transfer out of Aegon to […]

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  1. Well that smashes the claims of Simon Graham, the CII’s Learning and Assessment Director, that this change was introduced as “the vast majority [of advisers] preferred an inclusive package”.

    Keith Richards, PFS CEO and, crucially, CII Director of Engagement is still noticeably quiet, well except for veiled finger pointing of blame at the CII. Odd as he would’ve been party to the decision.

    CII/PFS websites appear not to be updated to reflect the U-turn. Still selling only the bundled package. Simply not good enough.

    Money Marketing, howabout another poll, this time a vote of Confidence (or perhaps No Confidence) on CII leadership?

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