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Scot Equ calls on pensions industry to keep up with social change

Scottish Equitable is urging the pensions industry to keep up with social change such as issues surrounding the payment of pension death benefits to homosexual and common-law partners.

Scot Equ pensions development director Stewart Ritchie says there is increasing mismatch between rules for dependants&#39 pensions and the way society is evolving, where increasingly people are leaving behind partners to whom they aren&#39t married to.

He says there are ways to ensure benefits are paid out to the right beneficiaries without changing the pension scheme rules. Ritchie urges IFAs to ensure clients in common-law or same sex partnerships keep their &#39expression of wish&#39 forms up to date to avoid them losing out on lump sum death benefits.


Liz Walkington

Direct mailing is an activity many IFAs may shy away from. It seems to contradict the ethos of personal, face-to-face advice which is the essence of the IFA&#39s role. In an organisation such as ours, where there is considerable direct-mail activity as well as a big fieldforce of advisers, the two may seem to be […]

Another Towry man for Wentworth

IFA retirement specialist firm Wentworth Rose has appointed Malcolm Thomas as head of pensions, the second recruit from Towry Law in the last month. Thomas joined Hogg Robinson in 1994 and moved to Towry last year as sales manager leading its retirement advice teams. Towry is requiring board director Tudor Taylor to honour his contract […]

TMB unveiling redesigned site

Specialist lender The Mortgage Business has relaunched its intermediary website at site, which is being relaunched at a Money Marketing IFA UK roadshow this month, displays the latest rates on all TMB&#39s mortgage products and payment protection products including self-certification, buy-to-let and flexible mortgages.It has a news page, downloadable application forms, information on the […]

Minority are out for all they can get

Mr Frost (Money Marketing, September 13) is quite right – £126 is certainly not an exorbitant commission for arranging a stakeholder (or anything else for that matter).Compare that with the “financial expert” (an IFA, actually) speaking on a recent BBC Radio 4 financial programme who stated that he would charge a fee of between £1,500-£2,000 […]

Mark Page: “A good time to be a European fund manager”

With European markets picking up in early 2015, Mark Page, Artemis European Opportunities Fund manager, discusses the ‘macro’ drivers and whether the improvements are sustainable. Largely driven by economic stimulus by the European Central Bank, European stockmarkets have performed strongly so far in 2015. Mark discusses the relative merits and sustainability of ECB policy with […]


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