Sales inteviews for selling the stakeholder products will be pre-scripted by the firm, and the sales person will have clear limits on the issues the can advise on. Firms will have to be FSA authorised but sales advisers providing basic advice will not be required to have any financial qualifications.
The Mortgage 2000 mortgage club announced yesterday that four new lenders have joined its now 50 strong lender panel. The four new lenders are Scottish Widows Bank, Manchester Building Society, Norwich and Peterborough Building Society and Lloyds TSB Scotland. m2-mortgage club national sales manager Allan Collinson believes that the five new lenders will bring with […]
Misys says its performance is in line with expectations ahead of its full year results.In a trading statement issued today, executive chairman Kevin Lomax says overall group revenues are expected to be down 10 per cent on last year.He says: “Misys' performance as a group is in line with expectations. In Sesame there are signs […]
Scottish Provident is starting an ad campaign telling advisers what to do in the run-up to regulation of the protection industry. The aim of the campaign is to provide support to advisers whose business will change after regulation starts in January 2005 and what they must do to be compliant. The first ad encourages intermediaries […]
It is Monday and I am in chaos. This is my first day after an idyllic week on a Wiltshire farm watching pigs snuffle in a trough. Not much change there, then. My vow to attend the gym fails as I opt instead to sit on the sunny patio and read the papers. I then […]
Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.
- Top trends
- Top trends
- Revealed: Fidelity International director investigated over harassment claims
- Lifetime allowance 2018/19 increase confirmed but pensions absent
- How much are advisers charging for pension transfers?
- Steve Bee: Why still no justice for Waspi women?
- Robert Reid: Don’t let social media comments diminish our profession
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]