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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

Paulson warns of further bank failures - papers 9 Oct

The US treasury secretary, Henry Paulson, has signalled that the government could invest in banks as it tries to contain the deepening global crisis, as Asian central banks joined in the unprecedented coordinated global rate cut, report The Guardian...

clock 09 October 2008 •

Your profession

Fresh IHT clampdown to target deathbed gifts

HM Revenue & Customs (HMRC) has launched an IHT clampdown, targeting taxpayers who have made gifts prior to death and scrapping the 60 day limit, warns accountancy firm Dixon Wilson.

clock 09 October 2008 •

Income

MetLife launches online training for Retirement Portfolio

MetLife Europe will host a series of webchats and presentations for advisers, building on the launch of its Retirement Portfolio.

clock 09 October 2008 •

Technology

Making technology work for you

The results of a recent IFA survey by Bankhall showed that over a third of advisers did not use a recognised client management system.

clock 09 October 2008 •

Mortgages

Bolton departs as Edeus calls in administrators

Company directors at mortgage lender Edeus have called in administrators as a result of the conditions in the housing and financial markets.

clock 08 October 2008 •

Investment

Worst financial crisis since 1930s - IMF

The global economy is in the midst of the most dangerous financial shock since the 1930s, the IMF warns.

clock 08 October 2008 •

uncategorised

Rate cuts filter down to mortgage borrowers

The Bank of England's move to cut interest rates by 0.5% to 4.5% today is starting to filter down to consumers as several mortgage lenders announce rate cuts.

clock 08 October 2008 •

Your profession

Nearly 60% of IFAs spend 20hrs on weekly admin

The UK financial adviser industry is potentially losing £1.7bn of business a year undertaking administration tasks rather than attracting clients and selling products.

clock 08 October 2008 •

Your profession

Towry Law launches £1.3m charity trust

Adviser firm Towry Law has launched a £1.3m trust to support local and national charities.

clock 08 October 2008 •

Income

Lincoln i2Live joins Thinc retirement panel

Lincoln Financial Group's (LFG) i2Live Annuity and Drawdown products have been added to Thinc's At Retirement product panel.

clock 08 October 2008 •
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