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Protection

Protection

Standard Life issues PTA pipeline pack

Standard Life is issuing a pack in the New Year for advisers with clients who fall outside the PTA criteria outlined by HMRC on 19 December.

clock 27 December 2006 •

Protection

Christmas Surprise

I don't think too many people are unaware of the sudden u-turn by the government regarding tax relief on life cover. Nor can most people be unaware of the lengths the industry went to discuss our intentions with both HM Revenue and Customs (HMRC) and...

clock 22 December 2006 •

Protection

PHP acquires Red Arc

The Private Health Partnership has acquired Red Arc, the care advisory service company, through a 75% shareholding.

clock 21 December 2006 •

Protection

Providers fail to meet IFA service standards

Protection providers are failing to meet the requirements of IFAs in seven out of 10 service functions, according to a report from Defaqto.

clock 20 December 2006 •

Protection

A first for protection: something interesting

As my regular two week Christmas break looms large on the horizon, I am inevitably drawn into a period of reflection on the year that has nearly past. Ask anyone if business has been good in 2006 and they will of course reply in the affirmative (don't...

clock 20 December 2006 •

Protection

Majority not saving for long-term care

Nearly two million people aged 55-75 who have spare money have no plans to allocate any to pay for long-term care, according to research from Fidelity International.

clock 20 December 2006 •

Protection

Pipeline PTA cases will get tax relief

The Treasury and HMRC have confirmed customers who applied for pension term assurance policies on or before 6 December will be treated in the same way as those whose policies have already been issued.

clock 19 December 2006 •

Protection

Over half 'face financial ruin' if unable to work

Over half of British workers would not be able to manage financially if they were unable to work in the event of accident, illness or unemployment, according to research from Alliance & Leicester.

clock 18 December 2006 •

Protection

IP revival requires adviser view change

Customers are frequently sold inappropriate protection because adviser views are formed by product marketers and ease of sale, rather than fact find and suitability for client, according to the Income Protection Taskforce.

clock 18 December 2006 •

Protection

L&G completes premium early warning system

Legal & General has completed the rollout of its ‘new early warning system', which alerts advisers when premiums have not been paid on their clients' policies.

clock 18 December 2006 •
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