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Insurers refuse to confirm charges stance on AMD ban

17 April 2014 1:00 pm | By Tom Selby

Only Friends Life has confirmed it will reduce all member charges to active rate ahead of active member discount ban.


Tribunal upholds £80,000 fine against fraudulent broker

17 April 2014 11:05 am | By Devraj Ray

Amir Khan will be fined £80,000 after the Regulatory Decisions Committee had reduced the original £100,000 to £3,300 on grounds of financial hardship.


Gross lending rockets 37% year-on-year

17 April 2014 10:43 am | By Devraj Ray

Mortgage lending is on the rise, driven by increased economic optimism and Government initiatives


Where are the opportunities in HY bonds?

17 April 2014 10:28 am | By Pamela Morris

High yield managers are split on whether to stick to the “stable” US market or opt for “wildcard” emerging markets, while some point to sweet spots in European hybrids and B-rated bonds.


FCA bans two advisers over Sipp suitability failures

17 April 2014 10:21 am | By Samuel Dale

Andrew Rees and Timothy Hughes were partners at 1 Stop Financial Services.


L&G to pilot pensions guidance with LEBC and TPAS

17 April 2014 9:30 am | By Tom Selby

Results of guidance pilot will feed into the FCA’s consultation on retirement guidance.


Brooks Macdonald increases assets by £244m

17 April 2014 8:55 am | By Michael Berry

Performance added about £30m to the pot, while inflows comprised roughly £215m, the AIM-listed wealth manager says.


Adviser charged with £600k fraud to fund gambling habit

17 April 2014 8:53 am | By Michael Glenister

Alok Dhanda appeared in court accused of using client money to fund gambling debt.


European Wealth completes £7m reverse takeover

17 April 2014 8:53 am | By Sam Macdonald

EW completes a reverse takeover of Aim-listed advice and wealth management firm European Wealth Management Group


Govt pensions guidance to include life expectancy estimates

17 April 2014 8:46 am | By Natalie Holt

Steve Webb says giving people an indication of how long they will live at retirement will help them make better financial decisions.

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Under the bonnet: The new 'transparent' world of platform rebates

17 April 2014 8:30 am | By Michael Glenister

Money Marketing investigates the myriad ways platforms are administering rebates in the new supposedly ‘transparent’ RDR world.


Sue Lewis on delivering the Budget's retirement advice plan and why the independent and restricted labels are meaningless

17 April 2014 | By Tessa Norman

The FCA’s Consumer Panel chair shares her views on how to make the Budget pension reforms work for consumers – and has some strong words for advisers


Adviser profits up 20% but non-advised market share grows

17 April 2014 | By Tessa Norman

Average profit per adviser rose significantly in 2013. 


F&TRC to launch auto-enrol and protection comparison service

17 April 2014 | By Samuel Dale

The comparison tool will be free to advisers and sold to providers.


Barclays tops FCA complaints data as Hargreaves complaints jump 500%

17 April 2014 | By Gary Jackson, Tessa Norman

Hargreaves says jump in complaints is down to issues around the Royal Mail share sale.

More news



Peter Hamilton: Avoid 'open-ended advice' with your terms of business

14 April 2014

Take care when drafting terms of business agreements to clearly define the scope of advice and service provided by a firm.


Better Business: Benchmarking your business

17 April 2014

Benchmarking compares your business to the rest of the market and provides context for competitive analysis. There are two main stages – gathering external data and assessing your position.


Careers Brief: Stand by your brand

17 April 2014 | By Amanda Newman Smith

The importance of building and communicating your brand should not be underestimated


People on the move

17 April 2014

Skandia Life founder and chairman of Nucleus Financial Group Paul Bradshaw has become chairman of River & Mercantile Group. The group was formed by the recent merger of P-Solve with River & Mercantile Asset Management. Bradshaw will oversee the firm’s growth strategy and work closely with its executive team, led by chief executive Mike Faulkner.


Re-emerging markets?

17 April 2014 | By Gary Jackson

Should investors react to signs that some emerging markets have started to outperform the developed world?


Investment Quorum guards against volatility with inflation-linked bonds

17 April 2014 | By Jon Yarker

Chief investment officer Peter Lowman is buying into inflation-linked bonds in order to prepare for potential volatility. 


Which way out on Help to Buy 2?

17 April 2014 | By Devraj Ray

Treasury says it has “mechanisms” in place to smooth the ending of the mortgage guarantee scheme, but doesn’t know what these are


Platform Focus: Skandia

17 April 2014

Skandia’s new Wealth Select service has attractions for advisers looking to de-risk their business but it feels a little like a business in transition

Gadget of the week-Outliner-17Apr14

Gadget of the fortnight: CarbonFin Outliner

17 April 2014

CarbonFin Outliner is a simple tool that lets you build an outline of anything in a logical and structured pattern.


Development focus: Telling your story to get hired

17 April 2014

In a competitive job market it is essential to present yourself in the best light to ensure you get hired

My Beautiful Career: Hans Georgeson

17 April 2014

The Architas managing director on starting a business in the midst of the worst financial crisis in living memory, the importance of networking and his work as an EU diplomat before joining the City


Compliance tip of the week: Research your products

16 April 2014

Research products and their associated risks. Do not allow product providers to sell to you. Many of the major misselling incidents of recent years had at their heart a very successful salesman flogging his product to IFAs. All too often, the adviser had no idea what was in the product or the risks to which anyone holding it was exposed.

More analysis



MMTV: The Platforum grills Standard Life on fund discounts video

28 March 2014

Holly Mackay speaks to Standard Life head of platform propositions David Tiller


MMTV: The financial planning opportunities thrown up by the Budget video

21 March 2014

Tony Wickenden and John Woolley get to grips with the radical reforms set out in the Budget.


MM Wired: Annuities- where did it all go wrong? video

11 March 2014

We hosted a series of live MM:Wired TV debates on our website following the FCA’s recent annuities thematic review. In this session, advisers Robert Reid and David Trenner debate changes that are required with the ABI’s Yvonne Braun and EY’s Malcolm Kerr. 


MM Wired: Debating annuity reform with the FCA video

11 March 2014

In this session we hear the views of FCA director Nick Poyntz-Wright

More videos

In case you missed it...


Co-op Bank posts £1.3bn loss and reveals widespread mortgage failings

17 April 2014 | By Natalie Holt, Samuel Dale

Bank has to raise £400m after it found a number of redress and misselling issues following a past business review.


ABI investment arm merger with IMA to create new body

17 April 2014 | By Jon Yarker

New body to be headed up by IMA chief executive Daniel Godfrey.


PwC warns of pensions advice 'black hole' in wake of Budget reforms

17 April 2014 | By Michael Glenister

Consultant surveys 1208 consumers with 63 per cent wanting retirement advice


Standard Life hits small firms with £1,200 fee following charge cap

17 April 2014 | By Tom Selby

Provider will impose a £100 per month “scheme management fee” on small schemes with low average contributions who have already agreed a charge above 0.75 per cent.

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