View more on these topics

Sofa to organise financial services forum

Sofa is to organise a forum with up to 50 key speakers from the financial services sector.

In partnership with AIFA the "Key Influencers Forum" will coincide with the first of Sofa&#39s two-day annual conferences, "Update for Financial Advisers", on November 30 and December 1 this year.

Sofa communications director Robert Reid says: "People have often said they do not get time to discuss things so the day will give a platform for views and ideas from a Sofa perspective. I don’t like to use the phrase ‘focus group’ but that is what it will be like.”

Recommended

Don&#39t be misled by the headlines

With-profits bonds have been one of the great success stories of the life insurance industry over the past decade. Sales have boomed, the bonds have produced good returns and, as a result, offices will rarely, if ever, have applied a market value adjustment.The product meets a real need by offering the more cautious customer the […]

Bristol & West offers range of exclusive protection products

Bristol & West is offering a range of exclusive protection products designed by Eagle Star, to run alongside its mortgage range.The new additions consist of two versions of mortgage protection: a level term assurance for interest only mortgages, and a decreasing term assurance for repayment mortgages. There is also a guaranteed protection plan and flexible […]

Drawdown rawbacks

There could be a nasty shock in store for people taking income drawdown.Many IFAs recommend drawdown for clients at retirement as a flexible method of providing an income and keeping control of the capital. But it is important to be aware of one potential problem that could happen without a little foresight.The amount of income […]

Opra says fines system is working

The Occupational Pensions Regulatory Authority says its policy of imposing small fines up to £50 is keeping employers up to date with pension contributions.Opra says it is actively using its authority to issue civil penalties for late payment of employee contributions and late production of audited accounts.It claims its ability to issue penalties rather than […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment