Former Prestwood head of marketing Paul Armson has set up his own IFA training and marketing company, Alternative, for lifestyle financial planners.
Cater Allen Private Bank – Capital Guaranteed Growth Plan 5
Eighty per cent of advisers would support Aifa in a legal challenge against the £80m Financial Services Compensation Scheme industry levy, according to an IFA survey.
Ignis Asset Management is looking at launching an absolute return fund as part of a widening of its fixed-income range, Money Marketing understands. It is believed that Ignis intends to offer the plan this summer and it is likely to be run internally rather than through one of the group’s three joint ventures. Ignis has […]
The Financial Services Compensation Scheme has rejected the adviser outcry which accompanied the Keydata levy and has increased the interim levy to £80m to pay for claims relating to Lehman-backed structured product providers. Aifa says it is awaiting legal opinion on the chances of overturning the FSCS’s decision to impose an £80m levy relating to […]
Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]