ARs will not be pursued for PI excesses if they choose one of Sesame’s preferred exit options.
Money Marketing revealed tie-up last month.
Site features money guidance and tools and a new adviser directory.
With the general election now weeks away, Money Marketing looks at the key election pledges impacting advisers and their clients.
The Conservatives want to extend the remit of Pension Wise to cover all working people.
Customers will be referred to Just Retirement for over the phone recommendations.
Will the launch of another adviser trade body weaken the industry’s lobbying power?
Pensions Ombudsman says provider failed to properly investigate the transfer.
One of the big headline grabbers from last month’s Budget was the Help to Buy Isa.
We need to provide as much education as we can on pension choices.
One wrong move could ultimately bring down a company if sensitive data gets into the wrong hands.
The emergence of real robo-advisers is, in all probability, closer than most expect.
How can we allow people to ignore professional advice warnings and run headlong towards a financial cliff?
Despite recent industry improvements on staff incentives in a bid to reduce misselling, wider performance management techniques have been found to negatively influence the behaviour of frontline staff.
Advisers talk to Money Marketing about some of the notable client queries about accessing their pension pot.
Weekly Adviser View
Surely all worthwhile “movements” are born with some controversy, not a little doubt and very often with some pain along the way?
Those who ignore the trade press miss out on some technical brilliance from the handful of leading journalists and established technicians in the industry.
Creating and implementing diligent systems and processes now might well save some future embarrassment.
Openwork’s chief executive on the opportunities for new financial services’ recruits to fill the advice gap
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Trade Body View
Advisers must start to think about preparing for another qualification requirement.
Will the Government’s goal of better-informed consumers beat a path to advisers’ doors?