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News

uncategorised

Three things we learned this week

Retirement Planner's round-up of the top pensions story this week.

clock 20 March 2012 •

Regulation

IFA granted appeal over dismissal for abusing clients while drunk

An independent financial adviser who admitted to offending a client while drinking alcohol has been given the right to appeal an employment tribunal's decision that her sacking was justified.

clock 20 March 2012 •

Your profession

Adviser tackling Everest to fund retreat for injured veterans

A Cheshire-based financial adviser is attempting to raise £4.5m to build a ‘sanctuary' for armed services veterans and is set to climb Mount Everest to drive fundraising efforts.

clock 20 March 2012 •

ISAs

FundsNetwork and Friends Life forge ISA partnership

Friends Life has inked a deal with FundsNetwork which will see the platform supply an ISA and fund range to retail customers within its heritage business.

clock 20 March 2012 •

Investment

Restricted advice not main focus for Standard Life

Standard Life has no "firm plans" to launch its own restricted advice package for IFAs but says the model does have a place in the market.

clock 20 March 2012 •

Investment

Standard Life unveils auto-enrolment proposition

Standard Life has unveiled the details of its platform-based auto-enrolment solution for employers.

clock 20 March 2012 •

Investment

EEA writes to investors ahead of FSA showdown

Life settlements fund EEA has written to shareholders of the suspended traded life policy investments (TPLI) fund, ahead of an FSA consultation on the asset class.

clock 20 March 2012 •

Technology

IntelliFlo launches personal finance portal

Tech solutions provider IntelliFlo has launched a personal finance portal designed to offer a new channel of communication between adviser and client.

clock 20 March 2012 •

Offshore Investment

PDL International expands into Middle East and Asia

Life settlements specialist, PDL International is expanding into the Middle East and Asia. Rising levels of wealth due to greater economic growth in these regions is creating demand for alternative investment solutions, according to PDL International....

clock 20 March 2012 •

Offshore Investment

Taxand opens in South Africa

Growth in corporate inward investment in South Africa and the introduction of new tax policies and draft tax proposals designed to stimulate the manufacturing industry, is seeing an increase in the need for local tax expertise and cross-border advice,...

clock 20 March 2012 •
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