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Latest News

Technology for Advisers| 12:11

Are ‘virtual’ advisers passing on or pocketing savings?

IFA suspects any cost savings an adviser achieves by operating ‘virtually’ will be used to increase profit.

Jul 16, 2014

Fresh call for long-stop after ‘bogus’ PPI claims

A retired adviser has issued a fresh call to reinstate the long-stop after receiving what he described as “yet another bogus payment protection...

From Regulation| Jul 11, 2014

FCA issues warning to advisers using decision trees

Regulator tells advisers how to provide simplified advice or sales without a recommendation.

Jul 09, 2014

Advisers looking to grow businesses in wake of RDR

Many firms found the FCA’s examples of good and poor practice helpful as a benchmark, Prudential says.

Jul 04, 2014

Advisers should unite with solicitors now: Sifa

Sifa and Prudential set to embark on a series of UK-wide seminars to demonstrate to advisers how they can benefit from working with solicitors.

Technology for Advisers| Jul 03, 2014

Zurich launches funds risk assessor tool on platform

Insurer claims to be the first UK platform to offer this kind of tool to advisers on its retail platform.

Analysis & Opinion
Raising the bar higher

From Special Report: Platforms - July 2014| Jul 17, 2014

Raising the bar higher

The FCA has started to express concern over the fact that disclosure is not working as well as expected.

Jul 17, 2014

Traineeships urged to tackle skills gap

More use needs to be made of apprenticeship-style work-based training if smaller financial advisers are to thrive.

Jul 17, 2014

Q&A: Don’t use company cars to reduce your tax

HMRC’s benefit in kind charge no longer applies for company cars where costs exceed annual relief

Jul 17, 2014

Cable’s British Business Bank helps more than 30,000 SMEs

The government-backed British Business Bank has lent close to £800m to more than 30,000 small and mid-sized companies over the last year, according...

More on Your Business
Adviser Guides

Guide to Risk-Rated, Targeted and Managed funds

Risk-defined funds provide investors and advisers with a firm indication of the level of risk they are aiming to take.

FTAdviser Blog

Mixed reactions in first week of Nisa launch

Week in Brief: This week the New Isa, or Nisa, went live and while some said it could not have happened soon enough, others were less positive.

Adviser Guides

Guide to Listing Your Business Online

How do advisers make sure their details appear near the top of search results?

FTAdviser Blog

Are you catching clients with the old-style charging ‘con’?

An article in the Times at the weekend flagged up unchanged ongoing service charges as a ‘con’.

Adviser Guides

Guide to Funding Long-term Care

It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.

FTAdviser Blog

Are IFAs becoming the exclusive preserve of the rich?

Week in Brief: Barclays report suggests minimum client pot up to £150,000, while debate rages over fees.

Recent Articles
  1. Jul 09, 2014

    Braced for pension ‘guidance guarantee’

    The debate continues to rumble on in the wake of the Chancellor’s radical pension policy changes, particularly around what people can expect from...

  2. Jul 09, 2014

    RDR prompts advisers to put up hourly fees

    Advisers have pushed up their hourly fees in the past year, as the RDR has taken hold.

  3. Jul 09, 2014

    Retail distribution reform fails to affect client base

    Predictions of swathes of clients ditching their adviser as a result of the retail distribution review have failed to materialise, according to...

  4. Jul 09, 2014

    Business models

    The number of advisers moving from independent to restricted has increased in the past year, CoreData has revealed.

  5. Jul 09, 2014


    The higher a minimum client portfolio, the more successful the adviser, research has claimed.

  6. Jul 09, 2014

    Q&A: Of pension reviews and tax obligations

    Q: My client has recently had a pension review by his IFA and due to the level of his combined pension pots being £1.3m was advised to review the...

  7. Jul 09, 2014

    Diary of an adviser: Tony Clements

    Monday: It is a quiet start to the week.

  8. Mixed reactions in first week of Nisa launch
    FTAdviser BlogonRegulation| Jul 04, 2014

    Mixed reactions in first week of Nisa launch

    Week in Brief: This week the New Isa, or Nisa, went live and while some said it could not have happened soon enough, others were less positive.

  9. Jul 03, 2014

    Q&A: Be ready in case the taxman comes calling

    Beyond tax avoidance, HM Revnue & Customs has also stepped up its activity up in other key areas.

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