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Latest News

From Pensions| Jan 29, 2015

James Hay sees 30% increase in adviser queries

Rush to figure out death benefit changes given as reason for surge in enquiries.

Jan 27, 2015

Guidance will be steered to ‘telephone and digital’ delivery

Comments come as Money Advice Service calls for advisers to register for referral directory.

From Investments| Jan 27, 2015

Defaqto to help IFP members with due diligence

Defaqto is to help IFP advisers identify fund types they may want to consider.

From Regulation| Jan 26, 2015

FCA green light for provider pension freedom push back

It will be possible for firms to provide risk warnings without providing regulated advice, FCA says.

From Pensions| Jan 23, 2015

Provider push-back and brutal honesty: The week in news

Webb’s pronouncements, FCA steadfast, ratings agency honesty, network model doubt and ECB stimulus lead the agenda.

From Pensions| Jan 21, 2015

Webb pushes FCA to relax advice test for providers

Statements follow demands for a ‘second line of defence’ to protect people from pension scams.

Analysis & Opinion
Advice-like provider pensions role must be limited

Ashley WassallonPensions| 12:09

Advice-like provider pensions role must be limited

I’m all in support of bolstering the defence, but we must not undermine the spirit of the reforms.

Jan 28, 2015

Defying the weather forecasts in Troon

Diary of an adviser

Jan 28, 2015

Brands do not have to be bland

Employer Brand Management

More on Your Business
Adviser Guides

Guide to Networking Events

The festive season is a time of getting together, so it is an appropriate time to discuss events to network with clients.

Companies & People

Top 100 Financial Advisers 2014

Consolidation was key feature of past year, as was the pension freedoms Budget.

FTAdviser Blog

Truth about Truro being UK advice hotspot

We dig a bit deeper into why Truro has the most active market, per head of population, for UK IFAs.

Adviser Guides

Guide to Retirement Income Options post-Budget

Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

FTAdviser Blog

An iPhone in the hand is worth two Isas in the bush

I am fed up of hearing we are all going to live longer and have less cash than our grandparents.

Adviser Guides

Guide to Adviser Charging

Cash is king when it comes to explaining adviser charges.

FTAdviser Blog

Sesame fine should prompt sobering introspection

Many services are delivered to Paul, often free or discounted and paid for by Peter.

Recent Articles
  1. Provider push-back and ‘zombie’ pensions: the week in news
    From Regulation| 13:52

    Provider push-back and ‘zombie’ pensions: the week in news

    This week also saw an evolution in advice delivery and a landmark legal victory for the West Brom.

  2. Jan 21, 2015

    Getting financial promotions right

    It is important to be clear and fair when promoting products – partly because no one wants the FCA on their case, but mainly because you should...

  3. A special relationship
    Jan 21, 2015

    A special relationship

    Networks are not for everyone, but for many advisers they offer a much needed support service

  4. Royal London in talks over post-April advice service
    InterviewfromPensions| Jan 21, 2015

    Royal London in talks over post-April advice service

    Insurer is in talks with networks and smaller intermediary businesses about affordable advice for “Middle Britain.”

  5. Intelliflo unveils adviser portal updates
    Technology for Advisers| Jan 21, 2015

    Intelliflo unveils adviser portal updates

    Update due to go live in July for all users of Intelligent Office.

  6. Impossible comparisons make DFMs too risky for most
    From Investments| Jan 21, 2015

    Impossible comparisons make DFMs too risky for most

    Advisers without robust research teams struggle to source and document proposition to the regulator.

  7. Advisers face £182m FSCS bill despite investment claims fall
    From Regulation| Jan 20, 2015

    Advisers face £182m FSCS bill despite investment claims fall

    Investment advisers to be hit with £125m levy despite predictions claims would halve.

  8. FSCS expects investment advice claims to halve
    From Regulation| Jan 20, 2015

    FSCS expects investment advice claims to halve

    Scheme plans to levy firms £287m in coming financial year, up from £276m.

  9. Financial Ltd buyer’s shares dive amid ‘discount’ raising
    Companies & People| Jan 19, 2015

    Financial Ltd buyer’s shares dive amid ‘discount’ raising

    Group chief executive bullish on “growing pains” associated with trying to raise a larger amount for the deal.

  10. Nucleus to offer advisers structured CPD
    Jan 16, 2015

    Nucleus to offer advisers structured CPD

    Platform also launching online hub to host a range of interactive learning materials.

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