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Openwork launches chartered status study programme

21 April 2015 11:31 am | By Tessa Norman

Programme will offer face-to-face support for advisers looking to reach chartered status. 

S Harper Attivo 700

Attivo to require all advisers and paraplanners to take level 6 qualification

21 April 2015 11:17 am | By Tessa Norman

Staff will have to take 70 hours of CPD a year through firm’s training academy. 

Wonga

Wonga records pre-tax loss following £35m customer redress hit

21 April 2015 9:02 am | By Tom Selby

Controversial payday lender Wonga has reported a pre-tax loss of £37.3m for 2014 after taking a £35m customer remediation hit.

Comments (2)

Stephen Gazard SBG MD 700

Sesame to close financial adviser school

20 April 2015 5:34 pm | By Tessa Norman

Group is consulting with a number of staff after announcing it will scrap its investment network. 

Comments (7)

Garry_Heath

Garry Heath to launch adviser trade body

20 April 2015 12:12 pm | By Tessa Norman

Former IFA Association director general to launch rival body to Apfa next month. 

Comments (21)

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Towry reports 2014 profit slump as acquisition costs bite

20 April 2015 10:44 am | By Valentina Romeo

Costs of £10.9m were due to a number of business acquisitions in 2014.

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GBST to power Just Retirement platform

20 April 2015 10:11 am | By Sam Brodbeck

Composer platform allows customers to “mix and match” their savings.

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Apfa accused of 'giving up' on fight for long-stop

17 April 2015 11:56 am | By Tessa Norman

Advisers say Apfa should ‘stick to its principles’ and not consider alternatives to a 15-year long-stop. 

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Opinion

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Joanne Smith: Don’t let poor performance management lead to misselling

21 April 2015

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.

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Tony Wickenden: A Budget for advisers, platforms and asset managers

21 April 2015

This Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers.

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Stephen Hagues: Finding your USP

20 April 2015

The pension reforms offer a great opportunity for financial advisers to attract new clients and grow their business.

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Nick Eatock: Looking out for the 'lost' generations

16 April 2015

For UK advisers wanting sustainable, long-term business success, the time is right to review and adapt working models to embrace a mix of automated services alongside the personal approach.

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MM leader: Pension tax relief is boiling over

16 April 2015

Politicians will bang the drum about looking after “hard working families”, but don’t diligent savers also count as hard working?

Comments (5)

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Martin Bamford: A better way of FSCS funding

14 April 2015

Despite a much better regulatory regime than we had before, we are still being stung by foolish advisers recommending inappropriate products.

Comments (27)

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Analysis

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Special report: Your definitive guide to tax year-end planning

23 March 2015

An in-depth look at the financial planning opportunities as we approach the end of the tax year…

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Weekly Adviser View

Mel Kenny

Mel Kenny: Why reading the trade press is not a waste of time

21 April 2015

Those who ignore the trade press miss out on some technical brilliance from the handful of leading journalists and established technicians in the industry.

Comments (2)

Nick Bamford MM 700

Nick Bamford: Time for a systems and processes check up

17 April 2015

Creating and implementing diligent systems and processes now might well save some future embarrassment.

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Neil Liversidge: Do we really know better than our clients?

17 April 2015

Any adviser who thinks they know better than their clients is mistaking a matter of opinion, however well informed, for a matter of fact.

Comments (31)

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carltonhood

Profile: Old Mutual Wealth's Carlton Hood on the right way to deliver vertical integration

20 April 2015 | By Amanda Newman Smith

Old Mutual Wealth’s customer director says vertical integration should not hide weaknesses.

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Trade Body View

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Apfa: Is now the time to get pension transfer qualified?

2 April 2015

Advisers must start to think about preparing for another qualification requirement.

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Linda Smith: What to expect from Pension Wise

11 March 2015

Will the Government’s goal of better-informed consumers beat a path to advisers’ doors?

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