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Scottish Equitable targets EPP market

Scottish Equitable is targeting company directors in the run up to stakeholder with the relaunch of its Executive Pension Plan, offering single-charge, pre-stakeholder terms for the first time.

Terms range from a pre-stakeholder shape with an annual charge ranging from 0.75 per cent to 1.5 per cent per annum, with commission reflecting expenses and amount of worked involved for the IFA.

ScotEq marketing director Ken Hogg says: “We recognise that stakeholder is driving pension charges down, but we firmly believe that independent financial advice continues to play a crucial role in retirement planning.”


Investment-linked annuities give retirees greater choice

Retirees&#39 investment choice has broadened significantly with a tripling of the number of products available in the past two years. The trend for diversification away from the standard annuity is growing among annuity providers. The Annuity Bureau estimates that investment-linked annuities now account for one fifth of the total annuity market, up from five per […]

&#39Explain savings in switching mortgages&#39

Only 20 per cent of borrowers believe changing their mortgage would make them better off, according to The Mortgage Operation. But TMO says the maj ority of borrowers on variable-rate mortgages, who account for more than 60 per cent of all borrowers, could save money by changing mortgages. The network says the survey demonstrates a […]

IFA bids to edge out estate agents with net service

A Hartlepool-based IFA plans to push estate agents out of the housing market by establishing a network of IFAs capable of fulfilling the role of est ate agents. The new venture, 1st4PropertySales, is headed by Jim Gillespie, a director of three IFA firms. Gillespie says he intends to smash the dominance of est ate agents […]

The British &#39a nation of dreamers&#39

The British are a nation of dreamers, but 64 per cent have done nothing to make their dream a reality, a MORI survey shows. The research, for the Association of Investment Trust Companies, shows that over half dreamt of a new home or a second home in the country or abroad. One in five would […]

Unfinished business?

Pension specialist Fiona Tait gives an update on three big announcements from the 2016 Budget – Pensions Advice Allowance (PAA), the Lifetime ISA (LISA) and the pension dashboard. £500 Pensions Advice Allowance What’s new Under current rules it is possible to deduct an adviser charge from a defined contribution pension fund to pay for financial […]


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