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IFA

Your profession

Fee-based IFA will lose money under FOS rules

A fee-based intermediary is set to lose money from a client who is refusing to pay a £200 fee and threatening to take her to the Financial Ombudsman Service (FOS).

clock 19 September 2005 •

Your profession

Intermediaries praise shift toward "chartered profession"

IFAs say the decision to give financial planning "chartered" status should help to boost recognition of financial planning as a profession.

clock 13 September 2005 •

uncategorised

EMAG seeks Equitable compensation in Europe - papers 12th Sept

EQUITABLE LIFE policyholders will tomorrow urge the European Parliament's Petitions Committee to intervene in their battle to force the Government to pay compensation, say the Daily Telegraph .

clock 12 September 2005 •

Technology

BUPA pushes IFA proposition

Lower costs and improved customer service are promised by BUPA individual protection (BIP) through its new proposition jointly developed with technology provider Practiv.

clock 11 August 2005 •

Investment

New Sipp threat: land rights

Property consultancy Advocate International says moves to put overseas property in Sipps could create mis-selling threats to IFAs because of local land ownership and tax regime issues.

clock 27 May 2005 •

uncategorised

IFAs respond to Money Box commission debate

Money Box's programme on The Sins of Commission and possible solutions to the public perception of IFA commission generated a plethora of responses market ranging from criticism of the journalistic bias to support for fund manager performance-based...

clock 19 May 2005 •

Investment

Canada Life buys Phoenix annuity book

Canada Life is buying a pension annuity in payment portfolio valued at over £2bn from Phoenix & London Assurance which is owned by closed book with-profits insurer Resolution Life Group.

clock 13 May 2005 •

uncategorised

IFA comment: don't expect government innovation on pensions

What to do about the pensions crisis is a subject which seems to invoke reaction from the IFA sector.

clock 12 May 2005 •

Your profession

Women's wealth demands women's services

With one million women-owned businesses generating £115bn in economic wealth and forecasts of women holding 60% of the country's wealth by 2025, new advice firm Elements argues it is time to deliver women-targeted services.

clock 05 May 2005 •

Your profession

Scottish Life rolls out IFA advertising campaign

Trade publications have started carrying a new advertising campaign from Scottish Life pledging commitment to independent whole of market intermediaries and highlighting the provider's solution to the fees vs commission debate.

clock 04 May 2005 •
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