Aviva sets out orphan clause

Pow, Helen
May 2009
Money Marketing;5/28/2009, p5
The article reports on the move of Aviva PLC to add a clause to its terms of business document for Independent Financial Advisors (IFAs) in Great Britain. The initiative specifies that Aviva can market directly to clients who deems to be orphaned by their adviser. It states that the clause allows Aviva to issue generic marketing to clients of IFA.


Related Articles

  • Providers: Govt consultancy charging ban should not be retrospective. Selby, Tom // Money Marketing (Online Edition);2/14/2013, p12 

    The article reports on the views of pension providers Aviva PLC and Aegon that if the British government bans consultancy charging, advisers are unlikely to need to renegotiate existing consultancy charging terms. According to Aviva corporate benefits head of policy John Lawson, the government...

  • Half of advisers continue to serve clients with less than £50k. Glenister, Michael // Money Marketing (Online Edition);10/17/2013, p36 

    The article offers information on the findings of a survey on the clients of advisers in Great Britain. The Adviser Barometer survey by Aviva PLC included 1231 advisers in September 2013. It reveals that 46 per cent of advisers polled work with clients with less than £50,000, while 36 per...

  • Letters to the editor. Katz, Harry; Mansell, Simon; Billingham, Phil; Ferguson, David; Sharpe, Geoff; Stracey, Chris // Money Marketing;12/12/2013, p36 

    Letters to the editor are presented in response to articles in previous issues including one about insurance company Aviva's faxing of quotes, another about the decline of small independent financial advisers (IFA), and another on career opportunities in financial services for the youth.

  • Aviva rewrites adviser contracts. Holt, Natalie // Money Marketing;9/6/2012, p8 

    The article presents the new terms of business for financial advisers for Aviva which will apply to businesses written with the firm prior to September 17, 2012. It contends that changes have come ahead of the implementation of the Retail Distribution Review (RDR) in Great Britain. It discusses...

  • Restricted row at Aviva 75% claim. Holt, Natalie // Money Marketing;4/5/2012, p9 

    The article reports on the forecast by Aviva that over 75 percent of the financing advice market could be restricted by 2015 and its suggestion for advisers offering a restricted service to save time to offer an independent service. Industry experts expressed differing views over the...

  • Research suggests only 3% of IFAs to quit by RDR. Holt, Natalie // Fundweb;7/18/2012, p1 

    The article offers information on a survey conducted by Aviva PLC, according to which only three percent of the financial advisors are planning to leave the insurance industry, following the implication of retail distribution review in Great Britain. According to Andy Beswick, director at Aviva,...

  • Aviva takes the open approach. McKenna, Ian // Money Marketing;9/6/2012, p26 

    The article features preparations of Aviva for the Retail Distribution Review (RDR) in Great Britain. According to Andy Curran, managing director for savings and investments, the firm will be RDR-compliant starting September 2012. It discusses initiatives of Aviva to qualify members of its...

  • Advice equals growth for financial planners. Axelrod, Daniel // Business Journal (Central New York);4/11/2003, Vol. 17 Issue 15, p1 

    Reports on an increase in the business activity of financial planners as more investors are seeking advice due to the uncertainty in the financial markets in the United States. Increase in new client assets recorded by financial advisers over the course of 2001 and early 2002; Move by several...

  • ONE OF AMERICA'S BEST JOBS.  // Wealth Channel Magazine;Spring2013, p23 

    The article reports that financial advisor was ranked number six at CNN Money's "Best Jobs in America" in 2013, which is due to benefits that include job flexibility.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics