The Tories have tabled amendments to the Finance Bill to change the definition of residential property in a Sipp to highlight the complexity of the new regime.
Support service provider threesixty is hosting a series of mortgage seminars in June to discuss key issues, co-hosted by Abbey for Intermediaries.The sessions will include a brief overview of the mortgage market, followed by discussions on self certification, fast track, non-conforming, offset and flexible mortgages as well as buy-to-let and home information packs,Partnership Assurance will […]
Brokers critical as Bradford & Bingley moves back to DSF operation
Swiss Re’s annual industry protection report reveals that the life insurance protection gap was static at 2.3 trillion in 2005/06 but the income protection gap grew to 170bn.
I agree wholeheartedly with Ned Cazalet’s claim that life companies are manipulating their new business reporting. The aim is, of course, to produce figures that they can trumpet to the industry as an indication of how big and strong and successful they are in the hope that this will engender confidence in the marketplace and […]
Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]