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PFS to hold pensions planning seminars

From October to December the Personal Finance Society will be holding a series of countrywide, half-day technical seminars, on pensions planning pre and post A-Day.

The course will look at the opportunities that can arise in advising clients in the run up to April 6 and immediately afterwards. Course tutor Mike Morrison, pensions strategy manager at Winterthur, will lead advisers through investment opportunities pre and post A-Day, retirement planning, business planning opportunities and transitional arrangements. The detailed context of the course will be determined by the latest state of legislation.


B2L pundits keep it close to home

One of a broker’s main raisons d’etre is to help people invest their money by buying property. But where would advisers put their own cash? Mortgage Strategy examines this question in this week’s cover feature starting on page 44 in which we provided some of the industry’s big hitters with a – sadly imaginary – […]

Mortgage Times and TMB launch buy-to-let product

Mortgage Times and The Mortgage Business have launched a product to make it easier to obtain a buy-to-let mortgage.The self-cert house to house tracker has a pay rate of 4.99% and a reversionary rate of 1.79% above the Bank base rate.Richard Stokes, head of product development at Mortgage Times, says: This product is ideal for […]

Commercial First eyes prime arena

Commercial First has taken a step towards the prime market with the launch of its near-prime commercial mortgage products, available exclusively through intermediaries. The products will come under the sub-brand of Choice, and the company is for the first time focussing on delivering a product for the conforming business customer. Stephen Johnson, sales and marketing […]

Survey to focus on FSA regime

Pink Home Loans’ seventh 1000 Index Survey begins today, giving intermediaries the chance to express their opinions on industry issues. Questions in the survey are based on statutory regulation and aim is to get feedback on on this subject 12 months after M-Day. Those taking part in the survey will be entered into a draw […]

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Thinking of expanding overseas?

Whether you’re a small company or an established larger employer, expanding overseas into emerging markets can be an extremely attractive prospect for growing your business. However, with this comes a duty-of-care requirement to any staff based overseas.


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