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The Exchange launches long term care service

The Exchange is launching a long term care quotation and information service that gives IFAs instant access to detailed company information and product details. The LTC centre includes a comprehensive library of provider literature comprising sales aids, application forms, technical brochures and customer focused material. IFAs can request an LTC quotation by either linking directly to a provider’s website or by e-mailing a request direct to the provider’s sales support team.


Treasury &#39tinkering&#39at annuity changes

The Treasury has issued its long-awaited annuity consultation paper, proposing allowing annuity transfers and the creation of a limited term product.Compulsory purchase at 75 remains and there are no changes to the rules prohib-iting handing down benefits to family other than spouses on death.Treasury Economic Secretary Ruth Kelly says that the Government plans to allow […]

Scottish DBS firms angered over &#39like it or lump it&#39 talks

Angry DBS members held impromptu meetings to debate their future after regional meetings in Aberdeen and Glasgow last week, where the network attempted to explain its 30 per cent increase in costs.Members said DBS spent the entire meeting trying to persuade them why they should not leave the network but left many IFAs threatening to […]

Standard & Poors Top 10s

JPMF Korea is back at the top of the unit trust performance tables, with its 12-month return shooting through the 50 per cent mark. Merrill Lynch&#39s gold & general fund is in second place, with the remainder of the top 10 comprising a mixture of Asian, high-yield and US funds.The average unit trust return for […]

CP121 will make IFAs stronger

In my view there are two ways that our industry can react to any proposed change in regulation. We can fight the changes tooth and nail and end up losing. Alternatively, we can embrace the fact that change is going to happen and try to have the maximum input to the process to make sure […]

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]


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