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Latest News


Buy-to-let shocker and Apfa hits back: week in news

The Autumn Statement, handling insistent clients and auto-enrolment delays dominated headlines this week.


One in five IFAs hunting for a buyer

Consultancy says advisers should look into building their own platforms or applying for discretionary permissions.

Nov 25, 2015

Apfa demands Fos decisions be reviewed by judges

Speech at annual dinner attacks unlimited liabilities and unfairness of the ombudsman.

From Pensions| Nov 23, 2015

DWP consults on scrapping GAR advice rules

Stakeholders have until mid-January to make their views known.

Nov 23, 2015

Prudential launches extracting company profits tool

Advising business owners is seen as a growth area among financial advisers, Prudential said.

Nov 23, 2015

Brits only willing to pay £191 for advice

Study shows just 6 per cent of the adult population think a pensions pot of £30,000 is worth paying for advice about.

Analysis & Opinion

Emma Ann HughesonPensions| 10:15

FCA wants you to act as third line of defence

Comments made by the regulator suggest to me the FCA wants advisers to act as the third line of pension freedom defence.

PFS tells FCA ‘stop treating us like salesmen’

Interview| 09:33

PFS tells FCA ‘stop treating us like salesmen’

The world has changed and it is time regulation changes to reflect that, says Personal Finance Society chief.


How to construct persuasive proposals

Andy Bounds outlines seven ways in which planners can make proposals more persuasive


The IFA’s varied tasks and responsibilities

IFAs’ many duties are woven into the fabric of their clients’ lives

More on Your Business
Adviser Guides

Guide to handling insistent clients

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

FTAdviser Blog

Why restricted is the new frontier

National firm’s boss argues that clients don’t care about the IFA versus restricted label.

Adviser Guides

Guide to Professional Indemnity Insurance

This guide will ensure you understand the regulatory requirements for having professional indemnity insurance.

FTAdviser Blog

Taking the complexity out of compliance

Technology can provide the answer and ammunition required to tackle compliance head-on.

Adviser Guides

Guide to Social Media

Advisers hesitate to use social media these days because they are concerned about compliance.

FTAdviser Blog

Advisers must help take the force of the blow

Technology provider argues more must be done to help close the protection gap.

Recent Articles
  1. Nov 26, 2015

    Winning with the generation game

    Generational advice makes good sense for advisers and clients alike

  2. Nov 26, 2015

    Q&A: How can I ensure good mental health at work?

    It would benefit employees and employers alike to encourage mental well-being in the workplace

  3. 15:10

    Creating range of cheap and simple safe harbour products

    A standard range of life insurance, critical illness cover and income protection products could help financial advisers sell appropriate, low-cost...

  4. 15:10

    The only way is ethics

    The Compliance Revolution – How Compliance Needs to Change to Survive by David Jackman

  5. Nov 26, 2015

    Decisions, decisions

    Freestyle Decision Making by Mona Riabacke and Ari Riabacke

  6. Guide to handling insistent clients
    From Training| Nov 26, 2015

    Guide to handling insistent clients

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

  7. Amalgamated financial services trade body proposed
    Nov 20, 2015

    Amalgamated financial services trade body proposed

    Review results published, suggesting long-term cost savings through economies of scale.

  8. FAMR talks show pension freedom far from a reality
    Nov 20, 2015

    FAMR talks show pension freedom far from a reality

    “It is now perfectly clear that the pension freedoms will never become a reality,” says adviser who has met with government and regulator.

  9. Jon Cudby| Nov 20, 2015

    Can adviser-only regulator solve industry problems?

    Jon Cudby takes a look at the dwindling adviser market and suggests you need to ‘bear’ with your adviser.

  10. One third of IFAs consider selling over age and risk
    Nov 20, 2015

    One third of IFAs consider selling over age and risk

    Age is a major factor for IFAs looking looking to sell up in next 12 months

More on FTAdviser