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Pru principles

So the Pru are to return to the protection market after a gap of 18 months following its decision to increase CI premiums for cases still in underwriting? Bully for them.

Some of us will not forget the shoddy way we and our clients were treated in late 2003. On principle, I have not given the Pru any business since then. In football, I support anyone but United. In protec-tion, it will be anyone but Pru.

Steve Laird APFS

Morton, Belfast


Multi-manager view – John Kelly

Looking at multi-manager as a one-stop solution to meet a client’s investment needs, there is some debate as to whether commercial property has a place within the overall asset allocation.

Another BBB investigation continues

Berkeley Berry Birch has announced the FSA investigation into the sale of Berkeley Independent Advisers Regular Savings Premium & Whole of Life Sales products is still ongoing.As a result the costs of such an exercise are uncertain at this point although they could be substantial if a full review is required.BBB also announced turnover for […]

When is £1m not £1m?

Neil Jones is technical support manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. The residential nil-rate band (RNRB) was first announced in […]


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