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Pensions seminars

From October to December the Personal Finance Society will hold a series of half-day technical seminars on pensions planning pre and post-A-Day. The courses will look at opportunities in advising clients in the run-up to April 6 2006 and afterwards. Tutor Mike Morrison, pensions strategy manager at Winterthur, will lead advisers through investment opportunities, retirement planning, business opportunities and transitional arrangements.


Outsourcing contracts shrink says TPI

Technology Partnerships International says that many companies are awarding smaller outsourcing contracts because of increased use of offshore locations. The latest quarterly index from the sourcing advisory firm shows the average value of larger contracts signed worldwide to date in 2005 is 183m, down by almost a quarter from 240m a year ago. The trend […]

Lender KFIs are brokers’ bugbear

The Association of Mortgage Intermediaries’ September Mortgage Intermediary Census reveals that obtaining Key Facts Illustrations from lenders is the most significant problem facing brokers. Respondents also highlight the cost of compliance as a threat to business.

Sir Stern to review the economics of climate change

The Chancellor announced on July 19 2005 that he had asked Sir Nicholas Stern to lead a major review of the economics of climate change, to understand more comprehensively the nature of the economic challenges and how they can be met, in the UK and globally.The Terms of Reference for the review have now been […]

It’s time sourcing systems were made accountable

From Simon Mouncher We are now firmly into the world of regulation whereby the FSA makes sure customers are treated fairly. em-financial has embraced this and we recently offered free valuations on our sub-prime branded products.One of the knock-on effects was that it made every one of these products an exclusive on Trigold and we […]

Artemis Investments’ Outlook for 2016

Political change and the ‘normalisation’ of interest rates mean 2016 is likely to be another interesting year. But what will it bring for equities – and bonds? Here, a number of Artemis’ managers share their views. Click here to read the full article


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