View more on these topics

Way boosts regional sales force

The Way Group is expanding its regional sales force with the appointment of three new regional managers.

Chartered financial planner Rod Smith joins as regional sales manager for Way London. Rod joined the investment industry in 1988 and has experience of IFA sales in London through his work with Sun Life and Axa.

Peter Atkins has responsibility for Way South and South East. Prior to joining the Company, Atkins worked in both sales and marketing roles for a range of investment houses and life companies, including most recently Canada Life.

Les Lamb will manage Way in the North East of England. Lamb joins from Isle of Man Assurance Company and previously worked at Sun Life and Skandia.

Way Group head of sales Eddie O’Gorman says: “In the prevailing market, we have achieved much success with clients looking for IHT mitigation strategies to achieve as much protection for their assets as possible before it’s too late.

“By taking on additional sales personnel we can increase our reach within the IFA community which will in turn benefit from being able to deliver to clients what they clearly want and need.”


Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm