View more on these topics

Website connects solicitors with IFAs

Training network Pro-Act is launching an internet portal aimed at putting lawyers in touch with specialist IFAs.

The site allows lawyers to find financial planners who specialise in areas such as inheritance tax planning, pensions and divorce, stakeholder and corporate protection.

The financial planners are Pro-Act members who have all been vetted for their “quality and commitment”. Pro-Act will be underpinning the quality assurance with high-level technical training.

Pro-Act is a pseudo-network of solicitors and IFAs. It is based on the need for solicitors to refer financial services matters to qualified professionals or risk being potentially negligent under the tighter FSA regime when N2 arrives next year.

As part of the launch, Pro-Act is offering all financial planning firms capable of handling specialist work a free website designed according to their wishes. IFAs can create links to their site from Pro-Act&#39s site at

Pro-Act director Annette Kinsman says: “The need for law firms to work with financial planners is increasing, with pensions and divorce, stakeholder and corporate protection becoming much more closely examined by the regulators and the general public.”


PMS reaches 1,000 members after eight months

Support services company Portfolio Member Services has recruited its thousandth member firm only eight months after it was set up. PMS is a joint venture established by Bankhall Investment Associates and IFA Portfolio. It provides benefits to members such as compliance and T&C support, a PI facility, a product research database, and &#39Reasons Why&#39 software. […]

Changes at Chase Fleming

Chase Fleming Asset Management chief investment officer Tony Robinson (above left) is leaving and is to be replaced by Martin Porter (right).Robinson is the fifth departure this week following the resignations of two senior sales directors and two fund managers. The resignations come after staff got payouts of up to seven figures, following its takeover […]

Standard&#39s Craig in move to ScotEq

Scottish Equitable has rec ruited Standard Life&#39s pension guru Margaret Craig as pensions development managers.Craig is currently senior technical manager in Stan dard Life&#39s marketing department. She joins ScotEq on November 20 and will work alongside Stewart Ritchie and Steven Cameron.She is a specialist in pension legislation and has a background in pensions and marketing […]

Pearls of wisdom

The world is our oyster in the land of dotcoms and we particularly enjoy putting forward irritating grain-of-sand-type issues with the idea that our users will turn them into pearls of debate.A recent wrangle was sparked by a piece entitled, Are financial advisers worth sweet FA? It stemmed from the experiences of punter Mark Storey […]


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