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Top Stories

Your Industry| Oct 31, 2014

Robin Keyte named Financial Planner of the Year

Dr Robin Keyte was this year’s overall winner of the Money Management Financial Planner of the Year Awards.

Top Stories

Your Industry| Oct 31, 2014

10 things you need to know from this week’s news

Week in Brief: Sesame’s latest fine, FCA facing judicial review challenge and fair value annuity buyouts proposed.

Top Stories

Pensions| Oct 31, 2014

FCA warns on multi-million pound Sipp transfer scheme

At least 60-100 investors have invested as much as £3-4m.

In Focus
Latest news

Investments| Oct 31, 2014

US-based Affiliated Managers Group takes stake in Veritas

Global and Asia equity house Veritas Asset Management sells stake to US company; senior staff agree ‘long-term commitments’.

Investments| Oct 31, 2014

Hermes overhauls team as it launches multi-asset fund

Hermes Investment Management to create multi-asset and Greater China investment teams.

Your Industry| Oct 31, 2014

10 things you need to know from this week’s news

Week in Brief: Sesame’s latest fine, FCA facing judicial review challenge and fair value annuity buyouts proposed.

Mortgages| Oct 31, 2014

Yorkshire and Chelsea cut rates for 5% deposit borrowers

Reductions on highest loan-to-value products across 2-year fixed rate mortgage range.

Your Industry| Oct 31, 2014

Another Harlequin firm enters administration

“Each step is taking Harlequin closer to its goals and we are unflinching in our commitment to investors.”

Pensions| Oct 31, 2014

Survey shows almost half of retirees will seek advice

Many said they would use next year’s pension freedoms to move money into savings accounts.

Analysis & opinion
Financial services is being slowly choked to death

Jeff PrestridgeonRegulation| Oct 30, 2014

Financial services is being slowly choked to death

For those that it is designed to help, getting to grips with financial services should not involve frustration, bureaucracy and tears.

The knotweed comes in many forms but each vine has a recognised acronym - FAS, FSCS, Mas and ELPS

Tony HazellonMortgages| Oct 29, 2014

Lifetime mortgages are still in murky waters

So someone with a perfectly good pension and bags of equity in their home is told they are not eligible for a mortgage.

John Lappinon| Oct 27, 2014

Let’s not terminate the Money Advice Service yet

Terrible start aside, the MAS still has a role to play in bridging the advice gap.

John Kenchingtonon| Oct 27, 2014

The worst absolute return funds must be shown the door

It’s time for the industry to get tough on funds that don’t deliver.

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Track the latest regulation changes affecting your business...

Isolated Regulation Changes| Pensions | 14 Nov 2013

Shake-up of workplace pensions

Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.

RDR| Conduct of business | 25 Oct 2013

Rules for advisers accepting provider’s cash

Financial Conduct Authority explains what kind of payments advisers can accept from providers.

RDR| Investments | 25 Oct 2013

Permitted cash rebates to retail clients

The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.

More regulation paper summaries

Advisers may not have hiked fees enough

Fear of clients walking away could be forcing advisers to swallow increasing cost burden.

Back to good old fashioned adviser bashing

News Review: Advice is becoming more important, but clearly there remains little appetite to talk the sector up.

See More Blogs

Adviser Guides


Guide to ‘Strategic’ Bond Funds

‘Strategic’ bond funds are a relatively new breed of fixed interest fund.



Guide to Second Charge Mortgages

A popular alternative to remortgaging, a shake-up of the way this product is regulated is on the way.



Guide to Socially Responsible Investment

People make socially responsible choices on a daily basis.



Guide to Retirement Income Options post-Budget

Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

See all guides

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