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Latest News

May 22, 2015

Back in the Day: May 1999

This week we look back at Money Management’s May 1999 issue, which featured chancellor Gordon Brown’s third budget, results of unit and investment...

From Pensions| May 22, 2015

Freedoms drive ‘record levels’ of adviser referrals

Double the number of customers are taking up financial advice as a direct result of the pension freedoms.

May 21, 2015

Advisers need to rework revenue models: Canada Life

As a result of both the indemnity commissions and the renewal commissions, Canada Life say advisers are losing out on revenue.

From Regulation| May 21, 2015

FCA calls for network solution to commission demands

Regulator’s mortgage specialist explains new position on commission disclosure for advisers.

From Mortgages| May 21, 2015

PRA on alert over lending multiples and buy-to-let

Conference speech for regulator’s chief executive also tackles risks from increasing margin pressure.

May 20, 2015

Almost 30% of IFAs looking to sell up within 5 years

Survey finds 24 per cent looking to exit the industry within the next two years.

Analysis & Opinion
Secret IFA

May 22, 2015

Secret IFA

Our undercover adviser on how to drown out the marketing noise

Regulators must read this... and act

Ashley WassallonRegulation| May 22, 2015

Regulators must read this... and act

Good intentions and tinkering are not enough to stem the tide in an ageing profession facing ever greater burdens.

May 20, 2015

Just say no to discounting – Jhajharia

The principal coach at The London Coaching Group warns businesses to think instead of smart pricing strategies to provide value

May 20, 2015

Q&A: Promote psychological well-being in the workplace

What to do when mental health problems lead to employee absenteeism

More on Your Business
Adviser Guides

Guide to Blended Retirement Solutions

Savers are increasingly using a wide range of retirement income sources.

Special Reports

Retirement Income Planning - March 2015

Reforms will trigger the most fundamental rethink of at-retirement advice in years.

FTAdviser Blog

Directly authorised is by far the safest option

The major bonus that direct authorisation offers is choice.

Adviser Guides

Guide to Pension Wise and Retirement Guidance

When the government announced its sweeping reforms of the ‘at-retirement’ market in the 2014 Budget, it offered a guidance guarantee.

Special Reports

Tax Planning - March 2015

Once again, it’s the time of year to maximise your clients’ tax allowances

Ashley Wassall

Peeking up the skirts of the rich tells us nothing

News Review: I want our society to improve standards for its poorest rather than ogle the wealthy.

Adviser Guides

Guide to Paraplanning

The role of paraplanner has shifted from being relatively peripheral to one in high demand.

FTAdviser Blog

Don’t be a fool when it comes to selling your business

Selling a business and, crucially, selling it successfully is not a short term project.

Recent Articles
  1. Apfa dismisses threat from network departures
    May 20, 2015

    Apfa dismisses threat from network departures

    Director general says new trade association will struggle for membership.

  2. Apfa demands Pension Wise adviser levy drop
    From Regulation| May 20, 2015

    Apfa demands Pension Wise adviser levy drop

    “Early experience” of the reforms show that advisers have not seen a surge in demand, trade body says.

  3. How to create an investment committee for your firm
    May 19, 2015

    How to create an investment committee for your firm

    Defaqto Outsourcing Update: How to create a firm’s investment committee in several easy steps.

  4. Fos throws out eight in 10 annuity claims following surge
    May 19, 2015

    Fos throws out eight in 10 annuity claims following surge

    Proportion of adviser complaints has doubled in the last financial year, but total complaints are down.

  5. Not updating your website for smart phones will cost
    Technology for Advisers| May 19, 2015

    Not updating your website for smart phones will cost

    Developing apps can be expensive, but experts say updates can bring benefits at a fraction of the cost.

  6. FSCS pension limits questioned in wake of freedoms
    Companies & People| May 15, 2015

    FSCS pension limits questioned in wake of freedoms

    Live debate polling also reveals people would have favoured a continuation of the coalition.

  7. New IFA trade association launched
    Companies & People| May 15, 2015

    New IFA trade association launched

    Trade body will not clash with Apfa as they are dependent on networks, according to director general.

  8. Major battle for your future is now underway
    Ashley WassallonInvestments| May 15, 2015

    Major battle for your future is now underway

    There is now no equivocation; the British people will vote on whether we remain in the European Union.

  9. Provider launches auto-enrolment audit service
    From Pensions| May 15, 2015

    Provider launches auto-enrolment audit service

    Firm’s head of DC warns that many companies may run the risk of potentially costly regulatory censure.

  10. May 14, 2015

    A lovely week in sunny Knutsford

    Diary of an adviser

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