13 October 2011
Stephen Gay explains how members have benefitted from Aifa’s policy work.
A devotion to the Data Protection Act makes some firms a menace to advisers and their clients.
Roger Edwards says finding an extra £20 a month to fund a protection product is not that difficult.
John Greenwood says there are risks in the last race for group pension business before IFAs change their charging models.
Ben Thompson says the bigger lenders must starting dipping their toes back in the water to help first time buyers.
Mark Dampier says strategic bonds have struggled during the volatility but the Artemis fund could be the right choice when the fog lifts.
McKenna cites Bank of Scotland’s online banking as an example of a system which impedes the consumer.
Martin Bamford says it might be considered foolish for advisers to let their businesses get anywhere near the RDR deadline without being ready.
Nic Cicutti says we are moving closer to technology delivering a highly personalised financial advice service to clients.
An adviser has hit out at Prudential after it said it will levy a 20% MVR on a member’s with-profits fund if the money is switched to a different Pru product.
Advisers have slammed Labour’s decision to promote Rachel Reeves from her role as Shadow pensions minister.
Apollo Multi-Asset Management says it invests only in bespoke structured products created for its own requirements as these exceed the returns of retail products that cater for the mass market.
Brokers have accused Woolwich of forcing people off cheap tracker deals.
Gregor Watt reports on moves to reinforce safeguards on payment protection insurance as a new wave of PPI complaints hits the ombudsman.
Nick Cann says membership of the professional body is about adhering to its code of ethics, not just being provided with a statement of professional standing.
Churchill Investments director Chris Gilchrist has left the firm after a disagreement with fellow director Jamie Ware over the future direction of the business.
Schroders fund manager Nick Kirrage is sticking with UK banking stocks in the firm’s £733.7m income maximiser fund despite Moody’s downgrades last week.
Iain Duncan Smith has dismissed fears that advisers could be at risk of misselling if the flat-rate pension is not in place by the time pension auto-enrolment gets under way.
Pensions select committee member Andrew Bingham brands Equitable Life ruling “unfair and wrong”.
The FSA says it has not set a date to complete its research into the proposed ban on rebates between platforms and clients and provider payments to platforms.
The FSA has warned that revenue-sharing arrangements will not be allowed to continue after the RDR.
HMRC is set to write to UK residents and organisations holding Swiss bank accounts with HSBC in Geneva who have yet to report all their income and gains.
HSBC has committed a further £350m to first-time buyer lending and launched a raft of competitive high LTV deals.
The IMA and the ABI need to speak with one voice in order to bring about regulatory change, says financial services academic Professor Merlin Stone.
A man posing as a financial broker for an investment company has been jailed for 16 months after he defrauded investors out of £170,000.
Health Secretary Andrew Lansley has refused to quash rumours that the Government could sideline the social care funding reforms proposed by the Dilnot commission.
Liontrust is considering launching a long-only equity fund for Occam’s global emerging markets team.
Liontrust plans to swell assets under management to £10bn by the end of 2016.
Holly Mackay has predicted that platform assets will increase significantly in the six months after the RDR is implemented.
Google searches for the Money Advice Service have fallen significantly since the launch of its advertising campaign and online healthcheck service.
The new CEO of investment management and stockbroking firm Rowan Dartington is looking to bring the discretionary management business Signature closer to the Rowan brand.
Increased take-up of insurance policies that cover mortgage payments is vital to keep the number of future repossessions down, according to BSA head of mortgage policy Paul Broadhead.
Dalriada Trustees has warned investors who tried to unlock their pension fund early through pension reciprocation plans that “significant” losses are “inevitable”.
Closed-book pension provider Phoenix Life is considering launching an enhanced annuity product to boost members’ retirement incomes.
Former Edeus director of packaging Terry Pritchard is setting up a new bridging lender.
TSC chairman has told financial services firms they have a “once in a generation opportunity” to improve the accountability of the FCA.