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“Yes. For me it is worthwhile because it certainly can awaken me to a new product as I do not always get time to read through the papers.”

Gillian Frodham,Gillian Frodham IFA

“No. I have never used product descriptions by providers to give to clients as they would never read it.”

Philip Harrison,Harrison Financial Services

“Yes. We get a lot of information from it.”

Edwin Kelly,Edwin Kelly & Co

“Yes. If providers see mailshots as useful and they generate new business, I don&#39t think we can dictate to them what they send and what they don&#39t.”

Robert Hills,Alexander James Associates

“No. In my opinion, an awful lot of the material I receive seems to be similar stuff. At the end of the day, all the information is about products.”

Roger Thorne,Abacus Ethical Investment

“It is a simple question, with a simple answer – yes, it often can be.”

Ross Carter,Clarke Roxborough Financial Planning

“No, often we get literature through that does not explain what we need to know in the briefest of details. We need succinct information that clearly explains the benefits of the providers&#39 products to our clients.”

Ron Shakespeare,Rosa Lodge Financial Management

“No. I don&#39t think it is effective at all. Whenever anyone tries to do anything in financial services there seems to be a problem.”

Paul Wilson,Paul Wilson Financial Services

Yes 50%

No 50%


FSA backs trail with service

The FSA has hit back at calls by politicians to ban trail commission but say IFAs must prove they are giving ongoing advice. It says its research shows that many consumers prefer a commission-based method of remuneration to payment by fees. However, it will tighten up its rules on trail to ensure that it is […]

Tablets for stressed IFAs

Increased business demands in recent years have meant that advisers have needed to work harder and longer often just to stand still. Add to this the average two hours a day spent commuting and it is easy to see why better alternatives are being pursued. Technology has long promised a smarter way of working but […]

The main thrust on trusts

Over the last couple of weeks, I have considered the impact of the potential change to the taxation of capital gains made on investments (other than insurance-based investments) held in bare trusts created by parents for the benefit of their minor unmarried children or designated for them. This is part of a wider set of […]

Destini&#39s child

Summer 2001Gary Keyes: We first began to think about an acquisition three years ago, when founding director John Collins retired as chairman of Adams Tingle. As the managing director, I realised that, in order to progress, Adams Tingle needed something more. Regulation around pension selling had created immense pressures on John and further FSA clampdowns […]

Global equities: time to de-risk?

While equity valuations have doubled since the financial crisis, Simon Edelsten explains that there are still pockets of value. But not where you might think Macro-economic uncertainty is causing turbulence in equity markets. Artemis Global Select Fund manager Simon Edelsten says his investment themes are taking him in a different direction to some of his peers – away […]


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