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Author profile

Alasdair Pal

Articles by Alasdair Pal

Investment General

Life settlement trade body attacks 'negative' FSA

The European Life Settlement Association (ELSA) has blamed the "sensationally negative" FSA for damaging the traded life policy sector (TLPI) sector.

clock 18 April 2012 •

Tax Planning

Clegg hints at u-turn on charity tax cap

Deputy Prime Minister Nick Clegg has given the clearest indication yet the government will be forced to backtrack on its plans to cap tax-free charitable giving.

clock 18 April 2012 •

Investing in the profession

CII adds extra R06 exam sittings

The Chartered Insurance Institute (CII) has announced additional R06 examination sittings in six locations in August, following "a clear growth in demand".

clock 18 April 2012 •

Tools

FSA reassures on call recording rules after inaccurate promotions

The Financial Services Authority (FSA) is reassuring advisers they do not need to record telephone conversations with clients after some received inaccurate promotions suggesting they did.

clock 18 April 2012 •

Your profession

Towry set to close two regional offices

Towry is expected to close two of its regional offices in Norwich and Londonderry.

clock 17 April 2012 •

Your profession

Bluefin IFA arm appoints managing director

Axa has appointed the management team to lead its IFA arm Bluefin Personal Consulting, following the sale of the group's corporate advice service to Capita.

clock 17 April 2012 •

Tools

Dennehy Weller bemoans 'appalling' lack of IFA innovation

The creator of a non-advised online fund selection tool for investors has called on more advisers to develop their own online technology.

clock 17 April 2012 •

Regulation

Claims managers pursuing IFAs over 'unfounded' cases

Advisers have criticised the Ministry of Justice (MoJ) for failing to protect firms from invalid mis-selling cases levelled by claims management companies (CMCs).

clock 16 April 2012 •

Wrap/platforms

Nucleus hires adviser comms manager

Nucleus has appointed Faith Liversedge to the newly-created position of IFA communications manager.

clock 13 April 2012 •

Economics / Markets

Adviser sold client's house 'to fund Kabbalah centre'

Police are investigating a US financial adviser who allegedly donated hundreds of thousands of dollars to a religious sect on behalf of a senile client.

clock 13 April 2012 •
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