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Wifas offers advice to Scope members

Woolwich Independent Financial Advisory Services is linking up with cerebral palsy charity Scope to provide help and financial advice to its members and supporters.

Wifas is offering free initial financial planning meetings and will assist Scope&#39s fundraising by donating “a significant proportion” of its commission earnings. The IFA is also working with Scope to help its advisers develop a sense of how best to conduct business with disabled customers.


Rationalisation of provision is key to pensions

As a party, we are fundamentally more likely to allow the financially independent to make their own provision for retirement rather than the present Government which is telling people what to do with their own money. We want to create a climate of change in people&#39s attitudes to retirement provision in the same way that […]

IFAs are urged to offer no-win, no-fee deal for women&#39s claims

IFA and training specialist Professional Briefing is offering a no-win, no-fee service to tens of thousands of female part-timer workers wrongly deprived of pension benefits by their employers. The move follows the House of Lords&#39 ruling in February which agreed with the European Court of Justice on the case of Preston v Wolverhampton which had […]

Fidelity cuts Pep transfer fee

Fidelity is waiving its 3.25 per cent transfer fee on all switches from its single company Peps into any of its Pep-qualifying investment funds. The move follows changes in the Pep legislation, introduced at the start of the new tax year, which permit investors to switch from single to general company Peps for the first […]

Opra blocks links to IFAs on its website

Opra is refusing to offer access to independent financial advice through its website because it believes IFAs will sting vulnerable small businesses with “unnecessary fees” for stakeholder advice. IFA Promotion wants Opra to rethink its position and include an Ifap link but Opra is determined to send out the Treasury-style message that stakeholder does not […]

Is three a crowd?

The pension versus Isa debate has raged on and off for years. Les Cameron, head of technical at Prudential, asks if three’s a crowd.   I think the debate was arguably settled by pensions freedom when the biggest downside of pensions – limited access and poor death benefits – was fundamentally changed. Total access, albeit with […]


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