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The Big Interview

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Profile: Tony Boorman on judging complaints and the human side of the FOS

17 July 2014 | By Tessa Norman

FOS interim chief executive Tony Boorman on getting to the heart of complaints and modernising the ombusman

Comments (7)

Alistair Cunningham

Profile: Alistair Cunningham on specialising and why social media is like the man in the pub

10 July 2014 | By Amanda Newman Smith

Differentiation from other advisers is key for the Wingate FInancial Planning director. 

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Profile: Pete Matthew on how advisers should use social media to raise them above the crowd

3 July 2014 | By Amanda Newman Smith

Jacksons Wealth Management managing director Pete Matthew says advisers have nothing to lose and everything to gain from social media.

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Profile: MP Mike Thornton on guidance, automated advice and impossible targets

19 June 2014 | By Steve Tolley

Lib Dem MP and Work and Pensions select committee member says ‘there’s no such thing as guidance’.

Comments (1)

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Profile: Claire Walsh on moving jobs and talking plain English

12 June 2014 | By Amanda Newman Smith

Unbiased winner Claire Walsh’s recent job move reunites her with the man who helped her into the advice industry

Comments (1)

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Profile: Mike Seddon on the new platform rules and why the RDR has been good for the advice industry

5 June 2014 | By Amanda Newman Smith

Grayside Financial Services managing director and chairman of the Nucleus IFA advisory board talks about due diligence and thriving under the RDR.

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Peter Hall on the Bestinvest/Tilney merger and a springboard into fund management

29 May 2014 | By Amanda Newman Smith

Bestinvest’s chief executive talks about the merits of gaining a discretionary fund management business with brand recognition among IFAs

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Profile: Chris Williams on why the advice gap is really an access to services gap

22 May 2014 | By Amanda Newman Smith

WealthHorizon chief executive Chris Williams talks about the potential for a simplified advice offering to meet mass market demand.

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Profile: Foster Denovo's Matthew Mitten on the highs and lows of auto-enrolment

15 May 2014 | By Amanda Newman Smith

Secondsight partner Matthew Mitten discusses the opportunities and challenges of auto-enrolment for advisers and their corporate clients

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Phil Loney on Royal London's D2C push and why advisers remain at the heart of the provider's plans

8 May 2014 | By Tom Selby

Phil Loney discusses protection rip-offs, the Royal London rebrand and the challenge of trying to be different

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Profile: Alan Smith on the merits of small firms and why restricted advice is like shopping in three aisles of a supermarket

1 May 2014 | By Amanda Newman Smith

Capital Asset Management chief executive and the winner of this year’s Money Marketing small adviser of the year award talks about life at a small firm with big ideas.

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Profile: Lee Musgrave and Mark Betteridge on technological apathy in financial services

24 April 2014

The founders of software consultancy Precious Blue Dot say financial services firms have not shown much interest in investing in client facing technology but the increasing use of mobile devices will force a rethink.

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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

Comments (3)

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Steve Webb on taking on vested interests and why 'this was the moment'

10 April 2014 | By Tom Selby

Pensions minister Steve Webb discusses the challenges of coalition Government and the big pensions challenge for the next pensions minister.

Comments (5)

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Gareth Marr: 'We have the regulator we deserve due to our past'

3 April 2014 | By Amanda Newman Smith

Money Marketing’s Outstanding Contribution to the Industry award winner recalls life before regulation.

Comments (6)

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James Priday on running an advisory business and a D2C platform in tandem

27 March 2014 | By Michael Glenister

Prydis Wealth managing director has big plans to grow his traditional financial advice business but also has grand plans for the direct to consumer market.

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Simon Crone on engineering a solution after Help to Buy

20 March 2014 | By Amanda Newman Smith

Genworth Europe’s Simon Crone says the private industry can step in when Help to Buy bows out and says he has plans to expand into the European market.

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Chris Daems on blogging, his Unbiased awards and designing auto-enrolment in a box

13 March 2014 | By Amanda Newman Smith

Principal Financial Solutions director Chris Daems talks about building client relationships through blogs, being a double winner at the Unbiased awards and advising on auto-enrolment

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Karen Barrett on promoting the value of advice post-RDR

6 March 2014

Unbiased.co.uk chief executive Karen Barrett says today’s advisers cannot ignore technology and need to be multi-media aware. Interview by Amanda Newman Smith

Comments (1)

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Ben Goss on how technology can halve the advice gap

27 February 2014 | By Amanda Newman Smith

Greater efficiency and integrated systems will enable advisers to serve the mass affluent, says Distribution Technology’s chief executive.

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Capita FS's Adam Byford on the tech potential for advice

20 February 2014 | By Amanda Newman Smith

The clients of tomorrow will be more self-sufficient, says Capita Financial Software managing director Adam Byford.

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Close Brothers’ Penny Lovell and IFA Stanley Lovell

13 February 2014 | By Jon Yarker

Father and daugther Stanley and Penny Lovell have both carved out successful careers in financial services and it looks a third generation is just waiting to carry on the family tradition.

Comments (1)

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MGM Advantage's Chris Evans on demutualising and hosting his own Big Breakfast

6 February 2014

It’s full steam ahead for MGM Advantage chief executive Chris Evans as head of a fully fledged life company

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M&G's Jonathan Willcocks on appealing to more than just the 'carpet slippers and pipe brigade'

30 January 2014 | By Sam Macdonald

“To get noticed you need top-decile performance. Once you have the assets, as long as you beat the index then you will do well.”

Comments (1)

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Sesame BG's John Cowan: We are the restricted pioneers others will follow

24 January 2014 | By Michael Glenister

Sesame Bankhall Group chairman John Cowan talks about his change of role following George Higginson’s departure and the industry’s inevitable move to restricted advice.

Comments (4)

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Standard Life's David Tiller points a finger over unsustainable platform pricing

16 January 2014 | By Michael Glenister

Standard Life head of platform propositions David Tiller reveals plans for a wrap-based alternative to pensions for high earners and argues that re-reg will be key if a wrap-platform were to face financial difficulty.

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Alastair Conway on his first year at James Hay and the anniversary of the RDR

9 January 2014 | By Amanda Newman Smith

While the world was busy dealing with the RDR in 2013, Alastair Conway says James Hay has been planning for the future and working on product developments

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Vanessa Owen on using a joined-up approach to fund retirement

19 December 2013 | By Gregor Watt

Vanessa Owen, head of annuities and equity release at LV=, champions a joined-up approach to fund retirement

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PruHealth's Neville Koopowitz proving PMI benefits in sickness and in health

12 December 2013 | By Amanda Newman Smith

PruHealth chief executive Neville Koopowitz explains the rationale of ’lifestyle health insurance’.

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Ian Mattioli on growing his business while cutting investor costs

5 December 2013 | By Gregor Watt

Mattioli Woods chief executive says a greater focus on costs caused by the RDR will lead to consolidation in the financial adviser market and the end of the small IFA.

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The IFP's Steve Gazzard on FP Week and life as interim chief exec

28 November 2013 | By Amanda Newman Smith

IFP interim chief executive Steve Gazzard explains why doing nothing to financially educate consumers is unacceptable.

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Pfeg chief exec Tracey Bleakley on how financial education finally made it into schools

21 November 2013 | By Samuel Dale

Personal Finance Education Group chief executive Tracey Bleakley explains why she does not want to go into politics

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HSBC Global Asset Management's Andy Clark on making his mark as chief executive

14 November 2013 | By Amanda Newman Smith

As he approaches the end of his first year as chief executive, Andy Clark is determined that HSBC Global Asset Management will play to its strengths.

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Shadow housing minister Emma Reynolds sets out Labour's homebuilding plans

7 November 2013 | By Samuel Dale

Shadow housing minister Emma Reynolds was promoted to the shadow cabinet last month and already has big plans for her new role

Comments (1)

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Apfa's Chris Hannant on recent FCA victories and not standing still

29 October 2013 | By Tessa Norman

Chris Hannant on foreseeing the recession and negotiating with the regulator

Comments (3)

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Peter Mann on the blurring between restricted and indy and Old Mutual's next move

24 October 2013 | By Michael Glenister

Ambitious about expansion, Peter Mann explains his vision for Old Mutual Wealth, where he recently became vice-chairman.

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The adviser who sold the biggest life policy (and insured a Mafia hitman)

17 October 2013 | By Gregor Watt

From managing a pop band to insuring a Mafia hitman, few people in financial services have had a career as interesting or varied as life insurance salesman Peter Rosengard.

Comments (1)

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David Ingram on improving professionalism and encouraging pro bono work

10 October 2013 | By Gregor Watt

The new Personal Finance Society president talks about improving professionalism in the industry and winning consumers’ trust

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John Barrass on Apcims' rebrand and the problem with defining independence

3 October 2013 | By Amanda Newman Smith

Apcims deputy chief executive says the current definition of independence means many of its members are unable to use the label. Interview by Amanda Newman Smith.

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Threadneedle CIO Mark Burgess on what's keeping him awake at night

26 September 2013 | By Jon Yarker

Threadneedle CIO Mark Burgess says marrying stock selection with a broader economic view has played into the firms hands in recent years.

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