Story by: Anna Lawlor, Financial Adviser
Institute says reference check levels are at six-year low
Independent financial adviser Origen has appointed Warren Page as the new director of its client services team.
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In the move to diversify into the business protection market advisers should not overlook the needs of the sole trader to take out a keyperson policy to safeguard the future of the business
One group is walking away from the fog that is the sub-prime crisis and the credit crunch with its tail suspiciously between its leg.
Barclays Bank’s approach to switching clients from one product to another should be probed following a Financial Ombudsman Service provisional ruling against the banking giant, according to an IFA.
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The concoction of longevity, the A-Day simplification and the pending personal accounts all adds to the retirement planning melting pot.
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Location: Nationwide
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Living Time’s Offer More Options campaign has come on leaps and bounds in the last few months ...