Those artily named pension consultants, Purple Circle may be very proud of their abstract branding but the Diary wonders if they are aware they have taken the name of the US’s “premier junior livestock magazine”.The magazine says: “Attention is focused on producers and show persons of championship cattle, hogs, sheep and goats: hence the ‘Purple’ in our title. The ‘Circle’ in our title proclaims the unity and solidarity that livestock people share as we aim for excellence in our enterprises.” It’s all a load of old bulls to us.
Safe Home Income Plans is reporting record quarterly new business figures for the period ending December 31 2004.The value of Q4 business is 350.2 m, 25 per cent higher than Q4 in 2003. Ship is reporting a three per cent increase on the previous record of 338.4 bn in Q3 2004.Total new business written by […]
IFAs are concerned over F&C after a Morgan Stanley report predicted an outflow for the firm of 3bn in assets under management this year after it saw an outflow of 4.7bn last year.
The Association of Mortgage Intermediaries is warning all member firms to rethink the way they handle their initial disclosure documents in a drive to tighten up record-keeping across the industry.
Advisers must weigh up the risks and benefits of equity release for clients.
When he was Chancellor of the Exchequer, George Osborne made several changes to the way in which income is taxed. Personal allowances were increased significantly above the rate of inflation; a starting rate band was introduced for savings income and, with effect from 6 April 2015, this was assessed at 0 per cent. In addition, […]
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The current project is focusing on people for whom it is already too late to make a big difference A car showroom salesperson would never show you the basic model first, even if it was completely suitable for your purposes. We all end up paying for functionality we will never use. Which takes me to […]
The police and The Pensions Regulator have launched an investigation into a number of pension schemes suspected of being linked to cold-calling. The regulator is concerned pension holders have been phoned and persuaded to transfer their funds into poorly-run schemes with the promise of higher returns and cash incentives upfront. As part of the same […]
Intrinsic founder and former chief executive Richard Freeman will retire from the business in June 2018. Freeman signaled in 2015 that he would leave the advice network at some point in early 2017. Intrinsic former managing director Andy Thompson replaced him as chief executive in December 2015, with Freeman remaining at the firm as an executive […]