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Tep advice packs from Policy Portfolio

IFAs advising on traded endowment policies can now lay their hands on a free guide to help them explain the TEP market to their clients. The pack, supplied by Policy Portfolio, offers assistance for advising on surrendering policies and using TEPs as an investment, both earn the adviser commission.


Waiter, there&#39s a walrus in my soup

It always seems rather sad to me when people who have enjoyed considerable eminence in business, or in politics, try to remain in the limelight by knocking the efforts and initiatives of those who succeed them. This was my reaction to Robert Reid&#39s contribution (Money Marketing, June 7).Robert stumbles back into the arena like some […]

Pensioners guide from Age Concern

Age Concern is publishing the 23rd edition of its guide to taxes and investment opportunities specifically designed for pensioners.The guide called &#39Your Taxes and Savings 2001&#39 gives an overview of the tax system for the 40 per cent of pensioners who pay tax.The guide also covers how to check a tax bill, protection for investors […]

Share and share alike

Having looked at unapproved and approved share option schemes over the past few weeks, including the relatively new Enterprise Management Incentives scheme, I would like to turn my attention to non-option share schemes.The main example of these until April 6, 2001 was the approved profit-sharing scheme.Profit-sharing schemes have been permitted since 1978. However, following the […]

Misys buys DBS in £75m deal

The largest IFA network Misys has reached an agreement to buy rival network DBS Management valued at £75m with the acceptance of DBS directors.This offer represents Misys paying 150 pence in cash for each DBS share and a premium of about 105 per cent to the closing market price of 73 pence for each share […]

Get your New Year off to a flying start

Ross Jackson, Senior Marketing Manager There’s no denying that these days we expect things quickly. You might have noticed it first-hand during the flurry and rush of the Christmas period. The fact is that in a world of smartphones, social media and click and collect, most clients expect to get an instant response and a […]


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