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Latest News

From Pensions| Jul 23, 2014

Trustees could provide DB to DC transfer advice

Role of scheme trustees questioned in relation to assisting members with advice over DB to DC transfers.

Technology for Advisers| Jul 22, 2014

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.

Analysis & Opinion

Jul 28, 2014

Diary of Adviser: Trevor Goodbun

A week in the life of ...

Jul 28, 2014

Q&A: How do I deal with staff behaviour at events?

Social events are important, but rules should be laid out for acceptable bahaviour outside of work

Jul 28, 2014

Budget’s annuity reforms boosts demand for advice

Demand for financial advice on the rise as pension changes kick in

From Mortgages| Jul 28, 2014

Equity release not ‘final resort’: Chalk

Age Partnership urges rethink on how equity release product are used in financial planning

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 28, 2014

    Gifts in wills

    According to recent research, half of all Britons are planning to leave a charitable legacy when they die, with over 40 per cent of those planning...

  2. Laments grow for the long-stop
    From Regulation| Jul 28, 2014

    Laments grow for the long-stop

    The financial services community is keen on reinstating a long-stop provision in law

  3. 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.

  4. 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.

  5. 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

  6. 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...

  7. 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...

  8. 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.

  9. 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...

  10. Jul 09, 2014

    Business models

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

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