View more on these topics

Thanks to the Tring IFA

Thanks to the Tring IFA who sent in this week&#39s submission for the Diary&#39s No S*!t Sherlock award, which goes to Liverpool Victoria.

We all know that IFAs can occasionally be a bit lax when it comes to filling in application forms but the friendly reminder on Liverpool Vic&#39s life protection form goes a bit far.

It reads: “WARNING. Please be aware that if you do not provide the name and date of birth of your applicant, we may not be able to process the application.” You don&#39t say.


EFG Private Bank shines light on high-net-worth market

EFG Private Bank has teamed up with US fund manager David Tice & Associates to target high-net-worth investors with a hedge fund investing in gold stocks. The prudent gold fund is a Jersey-domiciled hedge fund that will take long and short positions on small and mid cap gold stocks. It will have a long-only bias […]

Opra offers update on wind-ups

Opra has published a new update on winding up pension schemes aimed at advisers, trustees and insolvency practitioners. The update is available at and sets out Opra&#39s views on the main issues that can cause delay to schemes that are winding up, including investment issues, minimum funding valuations and cash-equivalent transfers.

Friendlies could shut if Sandler plans get go-ahead

Up to a third of friendly societies could be forced to close if a Government proposal to drop qualifying policies goes ahead under its Sandler proposals. Druids Sheffield Friendly Society chief executive Colin Paskell, who is also on the Association of Friendly Societies policy and public affairs committee, says around 20 out of 64 friendly […]

Out of context

•”The erotic gherkin has disappeared.” – Financial Ombudsman Service spokesman David Cresswell on the London smog. •”I wonder if there is an age limit on that?” – Hargreaves Lansdown&#39s Tom McPhail contemplates a poster for World Breastfeeding Week. •”I spent all morning long saying goo goo, gaa gaa.” – Scottish Widows PR Paula Sutherland on […]

A guide to automatic re-enrolment

Since the introduction of auto-enrolment in 2012, it has been a popular topic in the press. Recent media focus has been geared towards small and micro employers; however attention is set to return to the UK’s largest businesses as they prepare for re-enrolment. Johnson Fleming has produced a useful guide that provides essential information to help you […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm