Trustnet Adviser, the online fund research website’s intermediary section, is teaming up with structured retail product site SRPAdviser.com to provide broader investment coverage.The structured product section will provide comparative product tables, product filter tools, factsheets, key features and prospectus downloads. Advisers can access an extensive education site, which details the advantages and disadvantages of different structured product strategies and read provider profiles. A news service covers product launches and maturing products and users can tailor the news feeds through a filtering tool and can opt for news to be emailed. Trustnet parent Financial Express managing director Michael Holland says: “This is the first time structured products information is to be made freely available to advisers.”
Leeds & Holbeck Building Society is cutting its 5-year fixed rate shared ownership mortgage to 4.99 per cent.It has no higher lending charge and customers can borrow up to 100 per cent of their share.The product is available immediately, while Leeds & Holbeck will become Leeds Building Society on September 12. The 4.99 rate is […]
Equity release could become the next big misselling scandal if IFAs do not take due care, warns GE Life. The firm predicts that the equity-release market could triple over the next five years following demand driven by demographics, client needs and the savings gap – which could reach 125bn by 2009 according to the Turner […]
The merger of Britannic Group and Resolution Group has been approved by the FSA. The new closed life fund consolidator will now be called Resolution plc.
The Chartered Insurance Institute has received confirmation from the Privy Council it can now award the title of Chartered Financial Planner.The CII says this is possibly the most significant milestone achieved for the qualification standards of the financial services industry, not only on an individual basis, but in raising the professional standing of theindustry putting […]
Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.
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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 […]