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Old Mutual Wealth 2014

Intrinsic in advanced talks with Sesame over taking on ARs

31 March 2015 1:51 pm | By Tom Selby

Intrinsic is in advanced talks with Sesame over a deal that would see advisers who choose not to join Bankhall referred to the Old Mutual-owned network, Money Marketing understands.

Comments (8)


Sesame to scrap investment advice network

31 March 2015 11:00 am | By Natalie Holt

UK’s largest advice network to restructure to focus on mortgages and DA business.

Comments (11)


RBS investment bank chief quits after one month

30 March 2015 2:20 pm | By Laura Suter

Rory Cullinan was put in charge of the investment bank last month.


MAS to ditch TV ads as it slashes marketing spend by a third

30 March 2015 1:00 pm | By Tessa Norman

MAS says ‘political criticism’ has led it to cut its marketing budget to £8.8m. 

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PFS warns Govt and FCA over ‘insistent client’ misselling risks

30 March 2015 8:28 am | By Natalie Holt

Chief exec Keith Richards says those who ignore advice should not qualify for redress further down the line.

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Unwilling advisers threaten Govt tradeable annuites plan

27 March 2015 3:06 pm | By Sam Brodbeck

80 per cent say they will not advise on selling annuities.

Comments (5)


Pensions Institute director unveils modelling tool

27 March 2015 1:00 pm | By Sam Brodbeck

Pensions Institute director David Blake launches stochastic software for advisers.


Thousands of flexible drawdown savers risk sleepwalking into reporting fine

27 March 2015 11:43 am | By Sam Brodbeck

Existing drawdown customers exposed by HMRC reporting requirements.

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Phil Young

Phil Young: Time to drop 'insistent client' label

31 March 2015

As pension freedom looms it is worth looking further into clients’ changed objectives.

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Ian McKenna: The distributors changing the face of auto-enrolment

30 March 2015

A number of innovators have shown what is possible but they will not be the last to build vertically integrated solutions.

Comments (1)


Tom Baigrie: Are bank partnerships the next stage of advice evolution?

27 March 2015

Banks and insurers should consider the value of partnerships with smaller advice firms.

Comments (1)


Chris Gilchrist: Why are we still footing the bill for product disasters?

27 March 2015

A review of the liable parties is well overdue. But is it in the regulator’s best interests? 

Comments (4)


MM leader: FCA needs to get a grip on unauthorised firms

26 March 2015

Pension freedoms mean it is imperative the regulator tackles a growing problem.

Comments (20)


Nic Cicutti: It's time to debate protection out in the open

26 March 2015

You can always tell when something I said is highly controversial.

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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


Tony Byrne: Beware the lifetime allowance Venus flytrap

30 March 2015

The Government’s stealth pension taxes should be of major concern.

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Carl Lamb: Why advisers should say 'no' to insistent pension transfers

24 March 2015

Pension flexibility is almost upon us and many IFAs are rubbing their hands with glee about the opportunities for the advice sector.

Comments (20)


Lee Robertson: How have we become so remote from the public?

20 March 2015

Despite a drive for higher qualifications and more transparent charging structures the public appears to be trusting advisers less and less.

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Profile: From washing cars to SimplyBiz

26 March 2015 | By Amanda Newman Smith

The joint managing directors of SimplyBiz talk pension freedoms, the sunset clause and auto-enrolment.

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Trade Body View


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?


Chris Hannant: The long-stop debate starts now

11 February 2015

It is about time the implications on the advice profession are recognised.

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Fund Data

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Will more providers shun pensions guidance over fears of straying into advice?

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