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Technical and compliance discount for Sofa members

Sofa has negotiated a 20 per cent discount for members on technical and compliance advice services provided by Technical Connection and Compliance Consultants.

Technical Connection are offering their technical support for trust, tax and legal issues while Compliance Consultants are offering
compliance advice at reduced rates.

Sofa managing director Brian Lawless says: “This initiative offers Sofa members access to the type of reliable, independent, expert advice services they need.”


Cazalet says Standard talks reflect concerns

Life industry analyst Ned Cazalet says the FSA investigation into the financial strength of Standard Life reflects his own view that the life office is not as strong as it says it is. Cazalet says Standard&#39s negotiations with the regulator are likely to be based around hammering out an interpretation of the new realistic reporting […]

Brain storm

Many offices have swear boxes but it has come to light that some have replaced this with an innuendo box.The one set up by those wise-cracking boys and girls in the Charcol press office (chief culprit, apparently, being Out of Context queen Laura Brain) is proving to be quite a money-spinner.A sensible conversation about peaks […]

Axa launches capital protected FTSE bond

Axa is launching a capital protected bond offering 77 per cent of the growth in the FTSE 100 index while guaranteeing the return of initial capital. The bond does not allow any withdrawals during its five and a half year term and is available from February 9, with a 0.4 per cent extra allocation in […]

Aberdeen sells NVM in management buyout

Northern Venture Managers has been sold to its senior staff for around £3m by Aberdeen Asset Management, which acquired it as part of a deal for Edinburgh Fund Managers last October. The buyout was led by managing director Alistair Conn and investment director Tim Levett, who say they are relieved to have put the company […]

Simon Fletcher

Auto-enrolment: pay attention or pay the price

By Simon Fletcher

As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.


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