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Should life offices contact IFA pension clients to inform them of the need to review contracting-out arrangements following the Government&#39s cut in Serps&#39 rebates?

“Yes. The Government has totally moved the goalposts.”

Howard Cook,Talbot Insurance Services

“Yes. I think it is important that life offices draw the shortfall to the attention of IFA clients.”

Michael Prince,Prince & King Financial Services

“Yes. At the end of the day, if it brings it to the attention of the client,then it is helpful.”

Bernard Hunte,Robinson & Allfree

“Yes. It needs to be bought to clients&#39 attention but it is difficult for an IFA to do that sort of mass mailing.”

Ian Smith,Thomas & Young Financial Services.

“Yes, it helps avoid future vulnerability of the adviser as well.”

Philip Milton,Philip J Milton & Company.

“Yes. Provided they inform

IFAs of every one of their clients they contact. If they are not prepared to do that, then they should not be contacting them.”

Mike Stannard,White Horse Financial & Insurance Services.

“Yes. Life offices should do it because only they know what their growth projections are.”

Graham Hodgson, Needham Market Home Financial Consultants

“Yes. I don&#39t see why not. It is better for clients to have too much information than us risking missing a client”

Wendy Forster,Wendy L Forster IFA

“Yes. They probably have access to more information than we do. It is a bit of a grey area in terms of IFA advice.”

Sidney Duncan,Duncan Independent Financial Services

yes 100%


Online database gives details of private asset management services

Private investors and their advisers can get detailed information on the UK&#39s private asset management industry from a new online is this week launching an internet-based resource giving details of products and services as well as comparative data on over 180 UK-based asset managers.The firms covered by the database include IFAs, stockbrokers, fund management […]

Old Mutual Asset Management focuses on UK smaller companies

Old Mutual Asset Management UK Select Smaller Companies Fund Product details Type: Ucits Aim: Growth by investing in UK smaller companies Minimum investment: Lump sum £10,000 Place of registration: Dublin Investment split: 100% invested in UK smaller companies Isa link: No Charges: Initial 4%, annual 1.5% Commission: Initial 3%, renewal 0.5% Tel: 0808 100 2715 […]

B&W Toisa mixes bond and fixed rate

Bristol & West is introducing a new flexible Tessa-only Isa that mixes an equity-linked investment and a five-year fixed-rate bond in the same wrapper.The Toisa gives customers the choice of placing the investment in a FTSE 100 linked guaranteed equity bond or putting up to a third of the capital in a five-year fixed-rate element […]

Standard Life revamps EPP

Standard Life has ditched its range of occupational pensions in favour of single-charged plans. The range consists of an executive personal pension, group money purchase plan, group AVC and premier small self-administered scheme.The EPP provides access to 20 Standard Life funds covering areas such as UK equity, European, property, Far Eastern and ethical funds. There […]

Rayner Spencer Mills: Why we rate the Artemis US Select Fund

Ken Rayner and Graham O¹Neill from RSM explain why they rate the fund, its investment process and how it can be used in a portfolio The Artemis US Select Fund became a RSM ‘rated’ fund earlier this year. In this video, Ken Rayner and Graham O’Neill explain the fund’s investment approach, why they rate it, […]


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