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Winterthur sets out checklist for A-Day advice

Winterthur Life has put together its top tips for advisers to help prepare for A-Day.

It recommends advisers to make a checklist and start reviews with clients now and spread their advice over the 12-18 month period. It also urges advisers to look at tax-free cash planning and see if clients are in a position to put maximum contributions into their pension before the new rules come into effect.

Winterthur is warning advisers to make sure they are clear about the proposed reduction to borrowing on commercial property purchase within a Sipp.

Pensions strategy manager Mike Morrison believes many clients may be unaware that the earliest age that pensions can be taken increases from 50 to 55 in 2010 and many may need to change plans and pension mortgages.


Skills council adds directors to exec team

The Financial Services Skills Council has rec-ruited Lucy Courtenay and Mary Greene for its exec-utive team. Courtenay, qualifications director at the CII, will be director of standards and accreditation. She will oversee the completion of the exam review and development of industry standards and frameworks. She will also implement the skills coun-cil&#39s accreditation scheme. Greene […]

Strategy pays dividends

The recently published Barclays Capital Equity/Gilt Study offers much food for thought for financial advisers. Its content illustrates how important advice can be when choosing investments. The study should be required reading for anyone who wishes to make an investment choice on anything approaching a scientific basis. The prime objective of the study is to […]

AMI picks Gummer as chairman

Star income fund manager Graham Kitchen is to leave Invesco Perpetual in September to pursue other interests, prompting many IFAs to put his portfolios, which comprise nearly £1bn of assets, on hold. Kitchen, who is not joining a rival group, is handing management of his £715m income & growth fund to Andy Jones, his deputy […]

FSA warning to IFAs trying to recoup complaint fees

The FSA says it will take action against IFAs if they try to dissuade consumers from pursuing claims. The Financial Ombudsman Service has seen increasing numbers of cases where IFAs have been telling consumers that if they take their complaint to the FOS they will have to pay the IFA&#39s fees if they lose. The […]


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