IFA

AWD Chase de Vere has announced a major shake-up of its senior management team, with marketing director Martyn Laverick and group finance and operations director Robert Organ departing the IFA with immediate effect.

Today is national Older People’s Day, but some are less than enamored with the DWP’s gesture towards “the important contribution older people make to society”.

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

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

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.

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

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

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

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.

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