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John Lawson: The dangers of Steve Webb's 'pension passport'

2 October 2014

The problem with circulating lots of pieces of paper with personal financial information on them is that those pieces of paper will find their way into the wrong hands.

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MM leader: Look what happens when politicians are too hasty

2 October 2014

In need of the ultimate political diversion, George Osborne turned to his old faithful plaything – the pensions market.

Comments (2)

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Robert Reid: MAS has been careless in bad-mouthing advisers

2 October 2014

In order for the guidance service to be successful, those involved need collective vision with no division in their midst.

Comments (5)

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Nic Cicutti: Apfa was not behind FCA indy U-turn

2 October 2014

The FCA’s decision to row back on IFA internal referrals corrects a glaring error in its original guidance.

Comments (1)

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Tony Wickenden: Complying with Dotas goes without saying

1 October 2014

HMRC is at pains to state that straightforward abuse of the existing generous IHT reliefs and exemptions would not be disclosable.

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Scott Gallacher: It's not profitable to just serve Joe Public

30 September 2014

For some advisers, auto-enrolment is a double-edged sword.

Comments (9)

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Simon Murphy: The critical issues for UK equities after interest rate rises

29 September 2014

Is it the beginning of the end of what has been good equities rally, or will patience be rewarded?

Comments (1)

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Tim Page: Kafka, MAS and anti-adviser outbursts

29 September 2014

The recent comments made by Sue Lewis and Caroline Rookes of the Money Advice Service will only hurt consumer interests.

Comments (11)

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Holly Mackay: Seven wonders of the fin tech world

29 September 2014

The firms that shone for Holly Mackay at the Finovate technology showcase in New York.

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Roy McLoughlin: Aligning the needs of insurers and advisers

29 September 2014

Joining British Friendly as a non-executive director is an exciting opportunity and I write this as I prepare for my first board meeting.

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Philippa Gee: Why Woodford is wrong to criticise fund managers

26 September 2014 | By Philippa Gee

Neil Woodford is still relatively new to the world of lower charges.

Comments (7)

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Ian McKenna in the US (Pt. 2): What we can learn from the States

26 September 2014

Location features for loyalty plans and personal financial management services point to the next generation of tech development.

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Chris Gilchrist: Don't ask clients what they can afford to lose

26 September 2014

Attitude to risk questionnaires do not help clients understand the consequences of a loss.

Comments (2)

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Tom Baigrie: Change is being obstructed by vested interests

26 September 2014

The key to simplifying applications is to ensure the quote given is the real one, not one just for the perfectly healthy.

Comments (3)

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Should the ABI publish claims stats for short-term IP?

25 September 2014 | By Tessa Norman

Extending claims statistics to short-term IP could risk undoing protection industry’s good work. 

Comments (1)

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MM leader: Devo-max risks mean financial firms still wary

25 September 2014

This time last week the financial services industry was braced for significant upheaval as it waited to hear what fate Scotland had decided for the union.

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Nic Cicutti: Advisers wouldn't have changed without the FCA

25 September 2014

One of the things I find about Money Marketing is no matter how assiduously you read it, little gems slip through the net.

Comments (18)

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Labour conference 2014: What did we learn?

24 September 2014 | By Samuel Dale

Labour conference has closed with pensions, tax rises and deficit-forgetters dominating the agenda.

Comments (1)

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Ian McKenna in the US: Digital advice goes mainstream

24 September 2014

Advisers have a great opportunity to benefit from the reinvention of financial advice as a digital service.

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David Shelton: The days of carrying unproductive advisers are over

24 September 2014

For experienced advisers a minimum profitable contribution is essential.

Comments (1)

Mel Kenny

Mel Kenny: The D2C advice robots have arrived

23 September 2014

The isolating world of the robot will take what we do not want but give back to us people pleading to deal with us.

Comments (4)

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John McTernan: Why Labour must oppose Budget pensions disaster

19 September 2014

Without consultation, the entire structure of the British pension settlement was torn up by the Chancellor.

Comments (8)

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Lee Robertson: The Ayes don't have it

19 September 2014

I am incredibly proud of the way the political debate was so energised by both sides and truly believe British politics will be the better for it going forward.

Comments (8)

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Ian McKenna: Wearable tech will change protection forever

19 September 2014

Wearable devices and biometric software have the capacity to transform almost every element of the protection market.

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Neil Liversidge: Undeserved PPI payouts are tantamount to fraud

19 September 2014

PPI misselling is not a black and white issue.

Comments (15)

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MM leader: Is Labour about to blow apart the Budget?

18 September 2014

Insurers are planning for the unthinkable – a U-turn on the Government’s flagship pension reforms

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Robert Reid: Change is on the cards whatever Scotland decides

18 September 2014

Mass devolution is likely if Scotland votes no to independence.

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Nic Cicutti: Advisers need to do their homework on dodgy investments

18 September 2014

Many years ago, so many years that I am embarrassed to say, I rang a Scottish Amicable marketing director for my weekly chat.

Comments (22)

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Tony Wickenden: Dotas and IHT - what it means for advisers

17 September 2014

Proposals to widen the Disclosure of Tax Avoidance Schemes provisions for IHT avoidance schemes will have implications for financial planning.

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Brian Tora: Geo-political issues risk upsetting the apple cart

17 September 2014

Geopolitical risks may upset the applecart but the focus in the short term is on interest rates.

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Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability

Comments (2)

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Tom Kean: Providers are using advisers as unpaid data entry clerks

16 September 2014

How hard can it be for the various life offices left out there to make our lives just a bit easier once in a while?

Comments (6)

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Nick Bamford: Advisers not to blame for breakdown in trust

15 September 2014

Commentators like Sue Lewis of the FCA Consumer Panel fall into the “adviserism” trap on a regular basis.

Comments (17)

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Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.

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Chris Gilchrist: Avoiding the risk iceberg

12 September 2014

It is intuitively obvious that ‘How much can you afford to lose?’ ought to be the starting point for professional investment advice

Comments (2)

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Kim North: Stakes are too high to gamble on Ucis

12 September 2014

Over the years I’ve been sent thousands of mailings promoting unregulated collective investment schemes.

Comments (5)

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Should pension providers be forced to scrap exit fees?

11 September 2014 | By Sam Brodbeck

Just how unfair are exit fees charged by insurance companies?

Comments (6)

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Nic Cicutti: Avoiding the pensions equivalent of Arch cru

11 September 2014

Advice on DB to DC transfers will always be a minority sport.

Comments (1)

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MM leader: Interesting twist to provider suitability role

11 September 2014

The FCA and its predecessor have long been banging the drum about the importance of due diligence and assessing suitability.

Comments (4)

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Will Budget reforms be remembered as a catastrophic blunder?

10 September 2014

The law of unintended consequences says the actions of individuals and governments always have effects not foreseen by those involved.

Comments (4)

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