Several life offices accredited through the Raising Standards isnitiative are looking to extend the features of the scheme to customers whose policies were written prior to accreditation according to independent research conducted by Life and Pensions Moneyfacts. The CIS is planning to issue 700,000 Raising Standards style statements to pre-accreditation customers, 80,000 Friends Provident policyholders will be contacted and Scottish Equitable hopes to do the same according to the research commissioned by the ABI.
Berkeley Independent Advisers has joined forces with IFA Keith Popplewell to offer a new range of services through member IFAs. Through Popplewell's company, Pension Transfer Advisory Services, BIA members will now be able to offer transfer of preserved pensions, analysis of retirement income options, release of over-funded pensions, claiming of back-dated pensions for part-timers and […]
BWD Rensburg has established the BWD UK micro-cap growth trust to cover a niche in the market that is currently being under-used. This unit trust that aims for growth by investing mainly in UK companies with a market cap of less than £100m, including companies listed on the Alternative investment market (Aim). It will be […]
”I am trying to get the Kris Akabusi award for the happiest man in Britain.” – Britannic Retirement Solutions corporate communications manager Jim Boyd.”I've got so many bosses I don't know what they look like.” – Clerical Medical pensions strategy manager Nigel Stammers.”I pay more in vet bills than my mortgage – we even send […]
IFA RJ Temple has signed a deal with national broker Mortgageforce to handle enquiries about remortgages and equity-rel- ease products.Mortgageforce estimates that the deal could generate £50m on the back of RJ Temple's new inheritance tax planning campaign. RJ Temple will continue to use Savills for referrals on standard mortgage business.But it felt that Mortgageforce, […]
Jelf Employee Benefits assesses the areas that employers should be aware of when considering operating in Sierra Leone, including healthcare access, delivery and insurance provisions. This report draws on various sources to highlight specific considerations for this emerging jewel in West Africa.
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We were proud to publish a good practice guide on social impact investing last month as part of an initiative started by an independent advisory group chaired by Allianz Global Investors vice chair Elizabeth Corley. The group had been set up by the Department of Digital, Culture, Media and Sport to increase choice in this […]
Robos came under fire this week, with an FCA review finding serious failings in terms of suitability and disclosure. Adviser comments soon followed, praising the regulator for finally getting tough on automated advice. Here are a few extracts from the FCA: Some firms did not make clear whether their service was advised, non-advised, discretionary or […]
An internal investigation has found that a Fidelity International director did not bully or harass one of the firm’s employees. Legal action could still continue, however, as both the employee and company contest each other’s claims. Money Marketing reported last month that Fidelity had opened an investigation into a senior manager after an associate director […]