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Scot Eq issues with-profits guide

Scottish Equitable is issuing a new guide for IFA clients which explains how with-profits investments work. The guide looks at the process of smoothing, how bonuses are calculated and why and when market value adjusters are applied.


Product matters

America remains the key market. If America falls further, everywhere else is bound to follow. Many investors are still light in American shares, despite the market holding up remarkably well compared with most other world markets. GAM is in the process of launching a Star American Focus fund under the stewardship of James Abate, formerly […]

Equitable ads misleading

I am impelled to write to express my concern that commentary on “Inequitable Life” has missed an important fact – Equitable&#39s advertising was highly dubious. 1: Equitable heavily promoted the fact that they paid no commission to middlemen. This was misleading as Equitable have a salesforce and their high salary levels were dependant upon bonuses. […]

&#39Zero funds may spark the next misselling scandal&#39

Zero-dividend funds are in danger of becoming the next misselling scandal, independent advisers are warning. IFAs claim that many zero funds carry a higher investment risk than companies currently portray in their literature. Some IFAs believe that as more investment houses launch zero funds and as IFAs search for low-risk alternatives to with-profits, clients may […]

Moore&#39s Code

Compared with the average life and pension IFA, mortgage brokers are in clover. The regulatory demands placed on mortgage brokers are nothing against the demands placed on the average life and pension IFA. As for the margin pressure, it is just not there. Roll up, roll up, let us bag those proc fees. Yet a […]


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