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Portfolio widens scope of best-buy panels

IFA Portfolio is expanding its best advice service to include small self-administered schemes and self-invested personal pensions. The voluntary best-buy panels are available to all IFAs who buy into Portfolio&#39s best advice service.

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Insurers should be licensed to sell drawdown

I note that it is suggested that IFAs must get yet another qualification in order to sell drawdown products. But I would suggest this is more necessary for the insurance companies which have various traps for the unwary in negotiation of this contract. 1: The infamous question of critical yield. I have never seen such […]

ScotLife offers mortgage aid

Scottish Life is introducing a mortgage checklist aid for independent advisers to ensure that borrowers have all the necessary details for their applications. The mortgage lending arm of the Edinburgh-based life office, ScotLife Home Loans, is giving IFAs a tickbox-style mortgage checklist which can be used with all application forms. The checklist includes employer&#39s reference […]

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