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Success stories

Aviva group chief executive Richard Harvey is speaking at the next Institute of Financial Services prestige lecture in London.

This ongoing series of lectures being held around the country has included a wide range of business leaders and top sportspeople. The lectures aim to be career-enhancing and motivational, drawing on the speakers&#39 own success. The lectures are open to both members and non-members and qualify for CPD points for those members registered with the institute&#39s CPD programme.

The London event will be held at Drapers Hall on January 28. Call the local centres team on 01227 818696 for details and to make bookings.

January 22 & 23 & 24

3d FSA Returns Training for Life Companies


020 7661 8190


Hathaway Investment Management – MFM Hathaway

Wednesday, 11 December 2002 Type: Unit trust Aim: Income or growth by investing in UK equities, government bonds and investment-grade bonds Minimum investment: Lump sum £1,000 Investment split: UK equities 72.5%, government bonds and investment-grade bonds 27.5% Yield: 4.5% gross Isa link: Yes Pep transfers: Yes Charges: Initial subject to negotiation, annual 1% Commission: Initial […]

Standard adopts Origo universal password system

Standard Life&#39s extranet is now enabled for Unipass Unipass, the new individual digital certificate for IFAs from Origo that replaces the need for individual passwords to access different extranets.Standard Life joins Norwich Union, Prudential and Skandia as the first providers to adopt Unipass. A further 13 providers, including Friends Provident, AXA, and portals, Assure Web, […]

Gartmore Investment Management – Cautious Managed Fund

Wednesday, 11 December 2002 Type: Oeic Aim: Income and growth by investing in UK equities and investment-grade bonds Minimum investment: Lump sum £1,000, monthly £50 Investment split: UK equities 60%, investment-grade bonds 40% Yield: 4.5% gross a year Isa link: Yes Pep transfers: Yes Charges: Initial 3.5%, annual 1.25% Commission: Initial 3%, renewal 0.5% Tel: […]

Britannic Retirement Solutions – Purchased Life Annuity

Monday, 9 December 2002 Type: Purchased life annuity Minimum investment: Lump sum £10,000 Minimum age: 50 Income frequency: Monthly, quarterly, half-yearly, annually Charges: Implicit Commission: Initial 2% Tel: 0845 3003321

How can I help develop my professional connections?

Graeme Ballantyne, business consultancy manager, looks at how you can maximise the opportunities through your professional connections As we move through the summer months it’s perhaps a good time to pause and reflect on whether the plans you’ve made for your business are bearing fruit. One area we at PruConsulting know many advisers have been […]


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