13 May 2010
Ian McKenna asks what is the right price for advice post-RDR?
Aviva says it “cannot understand” why providers are buying up IFA distribution despite increasing its share in Tenet Group last month.
Non-advised protection firm Click says it owes Fortis £900,000 in clawback after commencing a payment plan to repay £1.2m of indemnity commission on lapsed policies.
Jupiter’s John Chatfeild-Roberts says that if the 750bn euro package does not work, we could see countries leaving the Euro.
The FSA has delayed the transfer of 23 Home of Choice ARs to First Complete as the network confirms that any adviser not joining will not be paid any pipeline commission.
Age UK Enterprises managing director identified an untapped demand for financial advice among the elderly and set about plugging the gap with a range of tailored products.
Workplace pensions are attracting a string of new providers
In the first in a four-part series looking at the business of independent financial advice around the world, Lee Jones reports on the fast-growing Indian market.
Freedom of Information request reveals full range of firms classified as intermediaries by the FSCS.
A quick skim through the 187 pages listing all firms in the investment intermediation sub-class for paying Financial Services Compensation Scheme levies emphasises again the need for reform.
Jonathan Cornell says the recent troubles of Home of Choice shows it is getting harder for smaller directly authorised firms to trade.
FOS highlights upheld complaints against high street bank targeting older customers with investment bonds.
The Pensions Regulator spent £852,850 on external consultancy in 2009/10, a Freedom of Information request by Money Marketing has revealed.
FSA suggests advisers to blame if clients are stuck in drawdown due to increase in the minimum retirement age from 50 to 55.
Tom Baigrie warns of a new destructive bout of misselling set to hit the protection market.
FSA chief executive Hector Sants emailed all 3,300 members of FSA staff on election day reminding them that if the Conservatives won they would scrap the regulator.
Proposed changes to capital requirements sparked concern at the BSA conference, reports Paul Thomas
The Charities Assurance Brokerage is calling on HM Revenue & Customs to offer tax relief on life assurance policies written in trust for charities.
Lifesearch head of sales Duncan McMillan says insurers must make their CI product relevant to a 21st century audience.
Life Financial’s Joel Adams says platforms are now a business tool rather than just a suite of products.
VCTs offer a range of tax attractions but careful consideration is needed to make the best use of an investment
“Given the problems that we are seeing in Greece at the moment, you might be forgiven for thinking I have lost my mind in highlighting a European fund.”