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Scottish Life issues mini-pension guide

Scottish Life has produced a credit card sized leaflet summarising the essential facts on A day for advisers.
The guide covers the 10 main areas in pensions legislation facing change at A day, including the statutory lifetime allowance, retirement and death benefits, protection and retirement annuity contracts.
The leaflet, which is free, can be ordered through Scottish Life’s technical central website.


‘Advisers are trading without PI’

The FSA is failing to crack down on firms operating without professional indemnity insurance, leading to concerns that IFAs could slip through the net, says Collegiate managing director Tony Howe.

MCCB surplus goes to three projects

The Mortgage Code Compliance Board’s 1m surplus following its liquidation at M-Day will be distributed to a combination of projects. Around 300,000 will go towards the Money Advice Trust and 300,000 on training for mortgage advisers. The rest will go to the FSA to reduce mortgage advisers’ fees at the next fee cycle.

Standard launches another technology guide

Standard Life has launched a free booklet focusing on technology tools to help adviser firms discover the advantages of online planning tools and calculators.The booklet is the fourth in a series of seven free adviser booklets entitled The easy technology guides, designed to give advisers a complete reference library of advice on all aspects of […]

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


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