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PPM picks marketing chief

Third-party pension administrator Personal Pension Management has appointed Kevan Ward as marketing and development director. Ward joins from Barclays and will be responsible for business development.

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Framlington &#39knockout&#39 transfer deal

Framlington is offering what it is calling a “knockout transfer deal” for May, allowing investors to transfer their Peps and Isas into four funds managed by star fund managers Nigel Thomas and George Luckraft for no initial charge. It is offering 1.5 per cent up-front commission to IFAs during May, with 0.5 per cent a […]

Why stop at banks when societies are also to blame?

What an interesting letters section last week.First, concerning the letter headlined, Call banks to account, I totally agree with Julian Stevens&#39 comments but why stop at banks? Building societies, national and local, are only concerned in “selling” financial products and no regulator, going back to Nasdim (remember?) days has had the balls to address the […]

Inside edge

It doesn&#39t seem that long ago that I was sending a memo to our national salesforce advising that our remaining two participant lenders had withdrawn from the equity-release market. We had been arranging such schemes for clients from the mid to the late 1980s and providing appropriate specialist advice.Many schemes were launched, including the less […]

Trustees taking loans from policies held subject to trust

It is well known that where an individual owns a non-qualifying policy and the insurance company makes a loan to the policyholder or arranges for a loan to be made to the policyholder, that loan would be treated as a deemed part surrender of the policy. However, what was not well known was that this […]

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