15 July 2010
ABI figures show Omo transfer times have not improved.
Academy Insights: Impacts of the Emergency Budget 2010 videodownload
In this free-to-access video briefing, Danby Bloch, Editorial Director of Taxbriefs Ltd, explains the changes that affect you and your clients, what you should be doing about them, and how to use this opportunity to create business for your firm.
A message from Legal & General - a founder Patron of the Money Marketing Academy
Elevate PIA and Winterthur customers who turned 75 on or after the Budget cannot take income in USP.
Succession chief executive says RDR will not stop some advisers “flogging policies”.
Industry experts believe the Government is more focused on helping businesses than it is on supporting the housing and mortgage markets.
Senior partner at True Potential learnt the business working with his father and believes advisers can use technology to continue to serve clients across the wealth spectrum.
CML says Govt should reform the tax while transaction levels are low.
“Ethical behaviour is not required just while you are at work, it applies to all your activities.”
Chief executive Andy Chapman says providers must develop ways to cut the time it takes to get IP clients on risk.
Zurich warns that advisers may be forced to pay higher levies to the FSCS following a bank collapse if new EU proposals are approved.
Chris Gilchrist argues regulating advice for the majority has become a matter of dogma and regulatory overkill and that more selling is required.
The Money Made Clear annuity tables are finally set for an overhaul to include postcode annuities.
FSA says firms must properly erase stored information when the machines are replaced.
September is just around the corner - get set for your new ’term’ with study guidance and support.
Mortgage experts warn housing is not a high priority for the coalition Government.
Have you worked out how you will structure and collect your advice charges yet? – asks Danny Wynn (Legal & General’s RDR Commercial Director)
“Is being independent about access to the entire market for products or should it be about the independence of the advice?”
Sipp provider lobbies Govt to revert Sipp borrowing rules to allow 75 per cent of commercial property investment value.
Fortis managing director Martin Werth asks whether this dire prognosis rings true and what can be done to promote protection.
John Chatfeild-Roberts believes there will be a good opportunity to invest in China in the second half of this year.
Adviser Alliance director Alan Lakey says he may close his lobby group and join Aifa if Evan Owen becomes director general.
MoneySavingExpert.com’s Martin Lewis hits out at lenders for holding brokers to ransom with direct-only deals.
PMS executive chairman John Malone has warned that the Government does not see housebuilding as a priority.
Advisers and their clients must have confidence in those drawing up and overseeing the tax rules that affect the sector.
Retail deposits are not the failsafe source of mortgage funding they are portrayed to be, according to Nationwide.
“I am going to get myself a similar kit and go bird spotting but more the type that lands oneintrouble”
Adapting your business to smoothly transition through RDR
Paul Farrow says public sector pensions cannot survive in their current form.
Roland Rawicz-Szczerbo to launch new IFA software firm Time 4 Advice.
A first-hand account of sitting the new R01 exam
Improve your knowledge and skills and earn extra income…
Steve Bee says a dramatic restructure of public sector pensions is desperately needed.
10% discount available via the Money Marketing Academy
Are you sitting the CII’s R06 (formerly J08) exam next month? David McGowan of McGowan Associates passed his exam in the July sittings, and offers his tips on achieving first-time success.
34,000 fall in the three months to May.
Nic Cicutti says Brett Williams stands head and shoulders above anonymous detractors.