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Tep factsheet from Policy Portfolio

Policy Portfolio is offering IFAs a free factsheet explaining the tax efficient aspects of traded endowment policies.

The factsheet covers choosing when a policy is to mature, use of capital gains tax allowances and balancing initial capital investment with ongoing monthly premiums.

Policy Portfolio managing director Brian Goldstein says: “The Tep market is expanding rapidly but there are still a large number of private investors who are unaware of the significant benefits Teps can offer including their high degree of flexibility over tax treatment.”


Portal in a storm

Portals have come a long way very quickly and there is a lot more innovation to come. While new technology does not always work as smoothly as IFAs would hope, the notion of working with the tools available 10 years ago is almost inconceivable. The scramble for distribution in the retail financial services sector is […]

Marsden Building Society – Flexible Mortgage

Monday, 3 September 2001.Type: Discounted rate flexible mortgage.Discounted term: Six months.Discount: 1.5 per cent.Payable rate: 4.8 per cent.Minimum loan: £30,000.Maximum loan: Up to 90 per cent of valuation subject to no maximum.Income multiples: Three times principal income plus second or 2.5 times joint.Features: Overpayments, payment holidays, lump sum withdrawal, interest calculated daily.Arrangement fee: £295.Redemption fee: […]

Jacobs Insurance Brokers suspended

IFA Jacobs Insurance Brokers of Cavendish House, Cavendish Road, Highams Park, London has been ordered to cease conducting and soliciting investment business by the PIA because it cannot meet the regulator&#39s financial resources requirement. This is the eighth firm the PIA has suspended this year because they can no longer meet the financial resources requirements […]

FSA relents further on statistics

The FSA has given a further indication it is to soften its line on pastperformance, with confirmation that IFAs can continue to use statistics inreasons-why letters. In a draft of its new handbook, which was passed by the FSA board thissummer, the regulator says reasons used by IFAs in suitability letters caninclude “price, service levels, […]


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