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Wealth Management buys Fairs

Software provider Wealth Management Software has announced it is acquiring rival provider Fairs for £2m, half to be paid upfront with the rest coming upon completion of the deal. Fairs has a long-standing presence in the IFA software market, having at one time being amongst the leading players, although it has failed to keep up with developments in recent years.


ABI to update best practice guidance for critical illness

The ABI plans to revise its critical illness statement of best practice, saying the changes will bring its guidance into line with the FSA&#39s proposals for statutory regulation, which is due to come into effect next January. As reported in Money Marketing two weeks ago, the trade body is also compiling a reference guide on […]

Tilney American fund cracks IFA market

TILNEY INVESTMENT MANAGEMENT AMERICAN GROWTH FUND Type: Oeic Aim: Growth by investing in US equities Minimum investment: Lump sum £500, monthly £100 Investment split: 100% US equities Isa link: Yes Pep transfers: Yes Charges: Initial 4%, annual 1.25% Commission: Initial 3%, renewal 0.5% Tel: 0808 100 8878 Tilney Investment Management&#39s American growth fund was originally […]

Bupa plans simple route to success

BUPA BUPA DENTAL PLAN Type: Group healthcare cash plan for dental cover Minimum premium: Dependent on group size and age of employees Minimum group size: Three Minimum-maximum ages: 18-no maximum Cover provided: Up to two examinations a year, up to two scale & polish treatments a year, x-rays, fillings & root canal treatment, extractions, crowns, […]

BRS team back with eyes on at-retirement

The team that put Britannic Retirement Solutions on the map is set to re-enter the market with an annuity, equity release and long-term care proposition, Money Marketing has learned. The new company is understood to have significant corporate backing to target the at-retirement market and is believed to be on track for FSA approval in […]


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