FTAdviser.com

CI Avoiding a fate worse than debt

Story by: Linton Penman, Financial Adviser

The development of critical illness cover and calls for greater customer focus in product design.

• Time published: 00:01
• Date published: 16.10.2008
• Published in: Insurance

We start every product by thinking where would we want our money invested

Jamie MacLeod, chief executive of Skandia Investment Group, talks to Girlie Garduce about its simple approach to business and his bugbear about the investment management industry.

• Date published: 16.10.2008

Opinion split on Mandelson

The appointment of Peter Mandelson to the cabinet post of business secretary has split opinion among many despite been welcomed by businesses.

• Date published: 16.10.2008

Greed, it turns out, is bad on Wall Street

US financial institutions need to learn lessons first to survive

• Date published: 16.10.2008

Trying to paint the shifting landscape

With things changing so rapidly it is hard to predict the future, although somethings look more likely to happen than others

• Date published: 16.10.2008

As young as you feel

This is the first of a series of four articles on the retirement outlook – where we are now, where we go in the future, and how we cope with the changes. Later articles will cover changes in accumulation strategies, innovations for pre and post-75 groups and conclude with a look at economic and social advances and pensions.

• Date published: 16.10.2008

I have a dream

The first of a series of articles examines how advisers need to adapt and approach to the changing financial world we are living in, beginning with the need to have a vision and goal for what you want to achieve

• Date published: 16.10.2008

Crash. Bang. Wallop. What a week

Nico Goymer, a director of Allchurch Bailey Investment Consultants, spends his week meeting and reassuring clients who are growing more concerned about the credit crunch and the impact it could have on their savings. However, he also manages to make time for a dance lesson and a family photo before his children grow up

• Date published: 16.10.2008

Mystery Shopper - Reading

This week the shopper visits Reading to find out about different pension options

• Date published: 16.10.2008

Thieves should get on their bikes and ride

What is it with Tories and their bikes?

• Date published: 16.10.2008

Fine time to come

The FSA's fining of Alliance & Leicester is a marker for what is to come next

• Date published: 16.10.2008

Advisers give gov't SME simplification plan thumbs up

Programme will help simplify figuring out how and where to access gov't cash, according to Calculis

• Date published: 16.10.2008

Focus rolls out guided sales service

Focus:360° has been launched in response to customer demand

• Date published: 16.10.2008

London Business School rolls out new degree programme

New programme 'goes beyond' traditional skills and career development

• Date published: 16.10.2008

Gov't looks to boost performance

Study to examine ways to boost performance of the UK's workforce and economy

• Date published: 16.10.2008

TOP 100: Together we are stronger

Consolidation has been the theme of the past year in terms of IFAs, with mergers helping to increase the overall revenue limit

• Date published: 16.10.2008

TOP 100: Global multi-asset and capital protection do the business for HSBC

Group slips into fourth place, but head of HSBC Premier and Weath Management is still upbeat

• Date published: 16.10.2008

TOP 100: Openwork to stay 'deeply committed to mortgage market'

Network reports its first operating profit of £2.8m

• Date published: 16.10.2008

TOP 100: Sesame reigns supreme for fourth year

Maintaining position is an 'fantastic achievement' in the current market conditions, according to marketing director

• Date published: 16.10.2008

TOP 100: Unusual acquisition helps Money Portal climb up the ladder

Purchase of Burns Anderson helps The Money Portal climb to third spot

• Date published: 16.10.2008

TOP 100: Barclays is in top five in spite of RDR stance

Company has put priority on customer education

• Date published: 16.10.2008

Knowing what you do not know

Customers using brokers should be told about the full potential for what they may miss out on

• Date published: 16.10.2008

Watchdog should bark at AR firms too

As an adviser based in Northern Ireland, there are several very large appointed representative firms.

• Date published: 16.10.2008

What to do when Icesave leaves clients in the cold

This is scenario we all come across on a regular basis.

• Date published: 16.10.2008

We are paying for the mistakes of others

I am annoyed. I am totally miffed that the actions of a group of greedy bankers looks set to have a direct impact on my regulatory costs.

• Date published: 16.10.2008

Wikipedia well wicked, waxes gov't PR

When calling a government press office asking for information on ministers you would expect a link to part of the website.

• Date published: 16.10.2008

The man who went up a mountain

Dave Marlow is tackling one of the tallest mountains in the world by climbing Mount Kilimanjaro, to raise money for Mind, the mental health charity.

• Date published: 16.10.2008

TOP 100: Advisers are riding out the choppy seas

In volatile times the business models of advisers seem to be strong

• Date published: 16.10.2008

Stamping out discrimination

Companies that discriminate, or allow discrimination to occur, are not only breaking the law but are significantly reducing the pool of talent that they can choose from

• Date published: 16.10.2008

Home Buyer now takes cards

Home Buyer Systems has announced a new facility which enables mortgage brokers to take card payments from customers.

• Date published: 16.10.2008

Canada beefs up underwriting

Canada Life Group Insurance has altered its medical underwriting process with 'one time' underwriting.

• Date published: 16.10.2008

Now is good time for advisers, says IFA Life

Advisers need to embrace PR to make the most out of the current financial crisis, according to Philip Calvert, chief executive of IFA Life.

• Date published: 16.10.2008

Xi2 grows sales team

Xit2 are growing its conveyancing team to cope with advances in technology.

• Date published: 16.10.2008