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Better Business

Long Term Care

Saga paid out £156k for mis-sold LTC funds

Saga paid 12 people £13,000 each in compensation after one of its advisers mis-sold them funds within long term care (LTC) plans.

clock 07 December 2011 •

Investment

Pension providers fail to serve existing customers - Defaqto

Personal pension providers are failing to properly run existing business, according to research company Defaqto.

clock 05 December 2011 •

Your profession

Former Ashcourt boss makes second takeover in new firm

European Wealth Management Group, the firm set up by ex-Ashcourt Rowan chief executive Rod Gentry, has bought Aventus Capital Management.

clock 23 November 2011 •

Your profession

Video: Our five biggest mistakes on the path to RDR compliance

Nick Bamford, executive director at Informed Choice, has made a short video outlining five mistakes he believes his company made as it prepared for the Retail Distribution Review (RDR).

clock 08 November 2011 •

Wrap/platforms

Zurich raids rivals to beef up platform team

Zurich UK Life has recruited 20 staff from rival platforms as it prepares to launch its retail platform later this year.

clock 28 October 2011 •

RDR

Lowe expects providers to create annuity shopping services

Banks and providers will create services to help customers shop around for annuities if reforms to the open market option (OMO) succeed, Steve Lowe, director of external affairs at Just Retirement says.

clock 21 October 2011 •

RDR

JLT Wealth branches into tele-advice

JLT Wealth Management has unveiled a telephone-based advice service for its individual and corporate clients in preparation for the retail distribution review (RDR).

clock 19 October 2011 •

RDR

Gay tells advisers to use liability as a selling point

Advisers must tell clients buying advice lets them transfer some of the liability for transactions to their IFA, Stephen Gay, director general of the Association of IFAs (AIFA) said.

clock 19 October 2011 •

Your profession

It's here (again)!...Read the latest issue of the new Professional Adviser now

Last week was a huge one in the ten year history of Professional Adviser (PA) magazine.

clock 13 October 2011 •

uncategorised

Experts call on govt to confirm pension reform go-ahead

The government must confirm if auto-enrolment is to be put on hold to prevent damage to businesses, following reports it could be delayed, industry figures say.

clock 12 October 2011 •
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