Latest News
Are you telling your clients too much?
Consultant says advisers do not to give detail on what investments they are placing clients into.
Cofunds appoints new head of operations
Latest appointment joins from Aviva where he was head of customer experience.
Colchester IFA to launch non-advised investment solution
Direct investment service would add to existing online protection service.
Aegon poaches Nationwide’s head of protection
Latest appointment will be leading Aegon’s development of its its protection business.
FCA in fresh adviser warning over Harlequin Sipp approach
Regulator warns advisers that entity is not regulated in the UK and states investors should “proceed with caution”.
OFT suspends credit brokerage’s license
OFT uses new licence suspension powers for the first time.
Analysis & Opinion
RDR Transition: Income increased 12% post-2012
IFA talks to FTAdviser about his firm’s smooth transition and how “advisers should have just cracked on” with their qualifications.
Firing Line: Sheriar Bradbury
Melanie Tringham talks to Sheriar Bradbury, director of financial advice consolidator Bradbury Hamilton, about his 20 years of success in the...
Diary of adviser: Bhavesh Chande
Monday: A busy week begins with obtaining mortgage agreements for a couple recommended to me by a client.
‘If I was a conman I’d have gone years ago’
In an exclusive interview, Harlequin chairman David Ames discusses the hope he still has for the future.
Recent Articles
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Tax Planning| Jun 17, 2013Ssas administrator hit with £15k fine over £100k loanback
Chartered accountant had failed to ensure there was a written loan agreement or any security for the loan.
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Jun 17, 2013Tenet launches long-term care referral service
Adviser support group says retail independent advisers should identify clients who require a long-term care insurance contract.
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From Investments| Jun 17, 2013Franklin hires ex-BlackRock sales head Elliott
Former BlackRock regional sales head Mark Elliott to join company in adviser-facing role as part of Franklin Templeton’s UK senior staff restructure.
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From Regulation| Jun 17, 2013Harlequin: FCA call for investor caution ‘common sense’
New consumer-facing webpage outlines the previous alert and investigation by the SFO into embattled property group.
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Jun 17, 2013Royal London rolls out direct-to-consumer proposition
Royal London says new launch will address the gap in the market where consumers’ financial needs are not being met.
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From Regulation| Jun 17, 2013Friends Life stops £12m of pension liberation transfers
Friends Life is giving all customers a leaflet from The Pensions Regulator where the pension transfer request looks suspicious.
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Jun 17, 2013L&G creates 5,000-strong savings unit after Cofunds buyout
Annuities business to become separate division as L&G restructures to adapt to post-RDR market.
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From Regulation| Jun 17, 2013
FCA issues fresh wave of 13 unauthorised firm warnings
Warning round-up: Two clone firms identified among 13 warnings issued last week.
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From Pensions| Jun 14, 2013Sipp firm: We quiz advisers on practices, others will too
Suffolk Life says it questions oddities such as high fees or large amounts of similar investments.
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Jun 14, 2013Tucker steps down as BoE deputy governor
Deputy BoE governor will continue to be an active member of the Financial Stability Board until he leaves the Bank of England.