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Tep exchange adds new service for IFAs

The Tep Exchange, an online trading platform for traded endowment policies joining IFAs and market makers, has launched a new web link.

The link will give clients direct access to multiple Tep valuations and let them trade their policies online through their IFA&#39s website.

The Tep exchange service is compliant and is intended to help IFAs by removing the hassle of obtaining Tep prices, by allowing all necessary documentation to be printed online and tracking progress of all deals on-line.


Conundrum of charging for financial advice

There is one aspect of the defined-payment proposal which seems not to have received any airing.Consider the following:Two brothers of similar age live near each other, follow similar careers, earn similar amounts of money and retire at about the same time, each with a retirement lump sum of £60,000.Brother A consults his local IFA for […]

Equitable deals a new blow to policyholders with harsher penalties

Equitable Life has slashed its maturity and surrender values further in a bid to maintain solvency, blaming recent stockmarket falls.In a move described by Equitable as “most regrettable”, it will now reduce maturity values by 10 per cent, rather than 4 per cent, unless this brings the value to below the guarantee, which it will […]

Top lenders disagree with CML call for rate rise

Some of the UK&#39s biggest lenders have washed their hands of the CML&#39s unprecedented call to increase interest rates after it made the move without consulting members.HBOS, the biggest lender with a 24.8 per cent market share, says it was “very surprised” by the call to increase rates now to avoid bigger rises in the […]

&#39Nothing to fear from depolarisation&#39

IFAs have nothing to fear in a depolarised world, according to former Investec managing director Jamie MacLeod.Delivering the keynote address at this year&#39s Sway Senate Programme in Monte Carlo last week, MacLeod said IFAs have very little to fear if theFSA presses ahead with plans for depolarisation as long as they continue to offer best […]


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