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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 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.

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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. 

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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. 

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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.


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.


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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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.


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.


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?

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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.

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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.

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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.


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.

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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


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

2 April 2015

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


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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