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Latest News

From Investments| 11:28

PFS backs DFM questions to fix ‘suitability gap’

Regulatory consultancy launches question set for advisers to improve their discretionary investment manager due diligence.

May 20, 2016

Brokers hit out as proc fees fail to match workload

Lenders promise to review procuration fee policies, as intermediary workload increases.

From Pensions| May 19, 2016

Adviser increases pension by 600% with lost savings

Clients thought they only had £70,000 in their pension savings until adviser found otherwise.

From Mortgages| May 19, 2016

Third of borrowers don’t know their mortgage costs

Online broker behind research calls for moves to make application process easier and more engaging.

May 18, 2016

Regulator ‘undercuts claims networks ignore the law’

IFA Defence Union founder says networks’ actions are in conflict with the Financial Services and Markets Act.

From Insurance| May 18, 2016

MetLife launches accident and hospital protection product

Cover initially only available through selected adviser partners.

Analysis & Opinion

May 18, 2016

Don’t separate work and support on divorce

Employers should offer access to an employee wellness programme, which can help all concernedr

May 18, 2016

Diary of an adviser: Pete Mugleston

A week in the life of...

Get it right the first time

From Special Report: Retirement Income - May| May 18, 2016

Get it right the first time

Non-advised annuity broking, execution-only drawdown and robo-advice will all have their place in the retirement income market, but the gold seal,...

Emma Ann Hughes| May 13, 2016

Legacy of failed Money Advice Service

The demise of the Money Advice Service makes me sad – mainly when I think about how many millions were spent launching it and running it.

More on Your Business
Adviser Guides

Guide to delegating advice

The regulator’s recent crackdown on delegating advice to a third party has raised interesting questions about the pros and cons of such a move.

Discretionary Management

Off the peg but on budget

Outsourcing Report: Introduction

FTAdviser Blog

Beware of the consolidator’s pull-in price

A deal may not always be a great one several years down the line.

Adviser Guides

Guide to handling insistent clients

Many clients are experiencing barriers to accessing their pension funds directly.

FTAdviser Blog

Phone alone: the protocol for recording calls

Is mobile call recording for advisers protection or paranoia?

FTAdviser Blog

Advisers could benefit from entrepreneurs’ relief

More headline-grabbing tax changes were announced in the 2016 Budget

Recent Articles
  1. Firms offer free advice as Cisi backs Planning Week
    May 17, 2016

    Firms offer free advice as Cisi backs Planning Week

    More than 30 firms have signed up to offer free sessions during Financial Planning Week.

  2. Unbiased vs VouchedFor: Advisers’ split verdict
    May 13, 2016

    Unbiased vs VouchedFor: Advisers’ split verdict

    Rival advertising campaigns spark suggestions of ‘directory wars’.

  3. May 11, 2016

    Diary of an Adviser: Paul Howard

    A week in the working life of ...

  4. May 11, 2016

    Planning for when you can’t take it with you

    Setting up a trust will involve a through fact-finding exercise

  5. From Special Report: Pension Freedoms one year on - May 2016| May 11, 2016

    Overload and confusion

    The enormous changes to the pensions landscape have left many with a sense of trepidation about the choices on offer, but at least it’s got people...

  6. From Special Report: Pension Freedoms one year on - May 2016| May 11, 2016

    Drawdown downside

    Financial advice is essential to ensure an individual understands the risks they could be exposed to when they abandon the traditional annuity route

  7. DFM claims small IFAs can’t do fund management
    May 09, 2016

    DFM claims small IFAs can’t do fund management

    Beaufort Investments’ chief investment officer says the days of small IFA firms doing their own fund management will disappear.

  8. Emma Ann Hughes| May 06, 2016

    Why financial advisers should be TV stars

    Financial advisers are finally coming to a television screen near you.

  9. Compensation bill rises despite earlier ‘final’ settlement
    From Investments| May 06, 2016

    Compensation bill rises despite earlier ‘final’ settlement

    Bond encashment advice error and second bill from HM Revenue & Customs results in intermediary having to pay more compensation.

  10. Beware of the consolidator’s pull-in price
    FTAdviser Blog| May 06, 2016

    Beware of the consolidator’s pull-in price

    A deal may not always be a great one several years down the line.

More on FTAdviser