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.
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...
The Private Health Partnership has acquired Red Arc, the care advisory service company, through a 75% shareholding.
Protection providers are failing to meet the requirements of IFAs in seven out of 10 service functions, according to a report from Defaqto.
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...
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.
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.
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.
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.
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.