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Upwards persistency trend may peter out says PIA

Results from the PIA&#39s 2001 survey of persistency suggests its upward trend shown in recent years might not be continuing. The regulator says this is due to a complex variety of factors including premium holidays and changing economic conditions. The figures also reveals persistency across a range of regular premium contracts sold by IFAs is better than for those sold by direct salesforces.

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Put one&#39s spouse in order

Over the last couple of weeks, I have started to look at issues surrounding the advice given to people with preserved benefits in defined-benefit schemes. What aspects should be considered in determining whether or not to transfer these benefits to a private pension arrangement?I finished last week&#39s article by noting the importance of establishing the […]

Balfour quits EFM after row over firm&#39s future

Edinburgh Fund Managers chief investment officer Mike Balfour has quit the firm after 16 years following a reported dispute with chief executive Iain Watt.The dispute is thought to have centred on EFM&#39s future, with Balfour reported to be keen on a takeover and Watt wanting to retain independence.Balfour, who also managed EFM&#39s flagship £1.5bn Edinburgh […]

IFAs hope FSA comments mark sea-change

IFAs are responding positively to FSA announcements on its polarisation review, hailing a possible sea-change in opinions of IFAs.Michael Both partner Michael Philips says: “This is an unexpectedly positive result. Perhaps the FSA is feeling a little bit sensible after being complete fools over Equitable Life. The Equitable debacle has drawn to everyone&#39s attention how […]

Gap-filling likely to be preferred option

At a packed meeting in London on Thursday the FSA confirmed that it is unlikely to approve the options of complete scrapping of the polarisation rules and allowing brokerages to multi-ties in its review of retail financial services.The FSA says that it has considered four options – maintaining the status quo, complete scrapping of the […]

Europe: why persist with value today?

By Rob Burnett, Neptune’s Head of European Equities The Neptune European Opportunities Fund remains committed to a value bias. We see a broadening array of opportunities in diversified industries at compelling valuations today. The most complicated part of the market is the European banks. We are currently overweight in this sub-sector as many banks are […]

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