How VERY dare you!

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As a well established IFA, it can be important to maintain good connections with life office consultants for future and ongoing business.

However, I received a telephone call this week from a life office consultant with whom we do significant business, although I will not name the life office, other to say that their parent group is large, and the life office has for many years tried to attract the professions. The life consultant had received a communication from his management team to say they are very pleased with the level of business that we are providing to them for investments. This organisation currently does not offer a drawdown arrangement, but does offer personal pension plans and stakeholder plans, and it is i...

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