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IFA

uncategorised

Zurich teams up with L&G for annuity offering

Zurich Life UK will offer Legal & General (L&G) annuity products alongside its own in bid to improve its at retirement offering.

clock 01 October 2010 •

Investment

Retirees shopping online for annuities

An overwhelming majority of annuity customers use the internet for shopping, research, financial management and communication, research from Just Retirement reveals.

clock 30 September 2010 •

Your profession

Ashcourt Rowan acquires IFA arm of Co-op

Ashcourt Rowan Financial Planning, part of the Syndicate Asset Management group, has agreed to acquire the IFA business and assets of Co-operative Bank Independent Financial Advisers.

clock 29 September 2010 •

uncategorised

Standard Life boosts SIPP offering

Standard Life has developed its active money SIPP with a new investment team to assist high net worth clients and an enhanced property service.

clock 27 September 2010 •

ETFs

Barclays unveils funds of ETFs

Barclays Wealth has launched a series of risk-profiled portfolios investing in ETFs to provide cost efficient access to multiple asset classes globally.

clock 20 September 2010 •

uncategorised

Clients lack trust in IFAs

A fifth of clients who have not seen an IFA in five years blamed trust issues.

clock 17 September 2010 •

Your profession

Tenet offers run-off cover to former advisers

Tenet is offering former advisers run-off cover through a new scheme, giving them the same protection levels as current clients with professional indemnity insurance.

clock 17 September 2010 •

uncategorised

Paradigm to launch benefits software exclusive to IFAs

Paradigm Pensions is working with benefits software provider Staffcare to create a web-based benefits package for employees and employers, available only through IFAs.

clock 16 September 2010 •

uncategorised

IFAs anticipate further annuity rate drop

Over 80% of IFAs have predicted annuity rates will drop over the next five years, according to a survey from MGM Advantage.

clock 09 September 2010 •

Your profession

Top tips on attracting clients of the future

What advisers must look to do to attract the customer of tomorrow

clock 09 September 2010 •
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