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Women IFAs say Menu is a positive step

The FSA&#39s planned “Menu” of renumeration has been welcomed by the Women&#39s IFA Group who believe it is a positive step for the industry.

More than two-thirds of those questioned said explaining or justifying their fees in the context of the menu would not be a problem. Only 10 per cent thought the menu would pose a problem.

WIG chairperson Fiona Price says: “It is refreshing that WIG members are accepting change and pragmatically adapting to yet another raft of regulation.”


Mortgage Next – Platform Buy-To-Let

Type: Buy-to-let tracker mortgage Tracker term: Lifetime of loan Tracker rate: 1.35% above Bank of England base rate Payable rate: 5.6% Minimum loan: £25,001 Maximum loan: Up to 85% of valuation subject to a maximum of £300,000, up to 75% of valuation subject to a maximum of £500,000 Income multiples: Rental income must be at […]

Fund for your wife

My company is cash-rich and I want to explore ways of extracting money that do not involve increasing my own substantial pension provision. What would you advise? You have a substantial executive pension fund in your own right. There is scope to add further contributions but the potential corporation tax and National Insurance savings that […]

HBOS gets blame for poor service

Equitable Life has responded to complaints about its poor service standards by blaming third-party administrator HBOS. At last week&#39s AGM, chairman Vanni Treves faced repeated complaints of poor service by policyholders but said Equitable is powerless to improve poor delivery from HBOS. He said Equitable is unable to vary the terms of a 10-year outsourcing […]

New Star shows off special effects

NEW STAR INVESTMENT FUNDS New Star UK Special Situations Fund Type: Oeic Aim: Growth by investing in UK equities Minimum investment: Lump sum £1,000, monthly £100 Investment split: 37.7% large caps, 34.4% small caps and unlisted, 27.9% mid caps Isa link: Yes Pep transfers: Yes Charges: Initial 5.25%, annual1.5% Commission: Initial 3%, renewal 0.5% Tel: […]


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