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“No. I don&#39t really care, to be honest.”

Craig Richardson, Falkirk Independent Financial Consultants

“I don&#39t know. I am a fellow of the LIA. No doubt they will be suggesting that we all merge in the future.”Owen Taylor, F&BI Financial Advisers

“Yes. It would seem to make sense as both are trying to do the same things.” Kerry Megginson, Brideshead Independent Financial Services

“No, I think they should disband. They are a complete hindrance to the industry.” Brendan Mewett, The Insurance Shop

“Yes, I think they should because of economies of scale, more so than for reasons of quality of service.” Alan James, James Alan Co

“Yes, I think they should. There is so much splitting down into small bodies in this area, it is a gut feeling that they should all merge.” Gordon Jarrold, Jarrold Ridgeway Life & Pensions

“Any reductions in the plethora of designations out there may well be a good thing but it will take some thinking about.” Peter Thorne, Parker Jerome

“Yes. It would give a united view and bring the best of both together. It would give a stronger voice.” Paul Kelly, Parker Kelly & Co Independent Financial Advisers

“No. The IFP looks to promote fee-based advice while Sofa is there to improve educational standards. They are not mutually exclusive but they do have different aims and a joint body would have to share similar goals.” Bruce Fummey, Pearson Insurance Consultants

Yes 45%

no 33%

DON&#39t KNOW 22%


Pink Home Loans appoints new head of operations

Mortgage distribution and packaging company Pink Home Loans, a subsidiary of Skipton Building Society, has appointed Dev Malle, 34, as its new head of operations.Malle joins from UCB Homeloans and prior to that he had held various management positions with its parent company Nationwide Building Society. Malle is aiming to improve service levels to ensure […]

Revenue disallows goal

Over the past few weeks, I have been looking at employee benefit trusts, how they work, how the rules operate and, in particular, how the Inland Revenue appears to be less than happy with them. If confirmation that this was true was needed, we got it in the shape of:•The (unsuccessful) Inland Revenue arguments in […]

B&CE adopts Aqera pension prediction software system

Union stakeholder provider B&CE is adopting software house Aquera&#39s iPensions system to power its annual pension statements. The deal will enable B&CE&#39s 185,000 policyholders to access statutory money purchase illustrations online and includes “what if” modelling tools that allow individuals to see the effect increasing contributions would have on their pension provision.Aqera managing director Ed […]

Cazenove Investment Fund Management – Global Opportunities Fund

Monday, 16 December 2002 Type: Oeic Aim: Growth by investing in companies globally except the UK Minimum investment: Lump sum £1,000 Isa Link: Yes Pep transfers: No Charges: Initial 3.5%, annual 1.5% Commission: Initial 3%, renewal 0.5% Tel: 0800 0159592


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