Standard Life is reopening its discounted gift plan to business this week. It has not changed any of the trust’s key features but is adding training material and a decision tree.
Purely Mortgages has cut its salesforce as part of its third financial restructuring in under a year.Purely, set up in 2004, cut 19 of 45 sales staff in a bid to bring costs down to a level that will see it make profit on a smaller turnover than originally projected. The staff were not employed […]
Lifesearch has finally completed a life insurance policy which has taken two years to process. The 50,000 life-only policy for 16 years was submitted in June 2004. Head of protection strategy Kevin Carr says there were delays such as changes in the client’s circumstances, including occupation and health and delays in getting various medical reports […]
I want to provide my employees with a competitive benefits’ package. What can IFA do to help me and how can I make sure there is minimal disruption to my business?
Further to the article in the August 3 edition of Money Marketing, headlined, Standard complains over loophole that it revealed, scheme pensions could in the future form a very valuable option for self-invested trust-based money-purchase arrangements. Historically, scheme pensions have been paid from defined-benefit schemes, where the scheme trustees take on the onus of payment […]
By Rob Burnett, Manager of the Neptune European Opportunities Fund In recent weeks, the bear case for European equities has become more pronounced on the back of weaker-than-expected GDP data and deflation concerns. This softening in economic momentum has led some investors to question whether the ECB is behind the curve and indeed whether it […]
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Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]
Fund managers like to trade off having a unique style. There thousands of funds out there to choose from – the question I often hear from advisers is: what makes this person different? Sometimes this can be a really tough one to answer. “We invest for the long term” is all fine and good, but […]
With rising costs and an increasingly tough regulatory market more advisers are looking to outsource their investment proposition, with many leaning towards discretionary fund managers. But while the number of advisers using DFMs is on the up, overall satisfaction with them has dipped. According to a recent survey by financial information firm Defaqto, 74 per […]