16 February 2012
Nic Cicutti says IFA firms should look to train college students in a bid to improve their business and the wider industry.
Paul Hogarth says we will know who is likely to survive once the RDR deadline arrives.
Former Consumer Panel chairman John Howard on the dilemmas facing the FCA over new product banning powers.
F&TRC director reports from this year’s Finovate conference.
Alan Lakey says insurers must end their use of the “dubious claims criteria”.
Ami’s decision to break away from Aifa means another senior and valuable staff member is leaving the adviser trade body.
Tom Baigrie says Martin Wheatley must act quickly to end 25 years of poor regulation.
The FSMA needs to be changed to let the FSA probe annuities
Advisers have welcomed the US government’s move to relax the proposals for its foreign account tax compliance act.
Helm Godfrey is offering an annuity advice service for people with small pension pots.
A man has been arrested as part of an ongoing investigation into insider dealing.
Artemis Investment Management fund manager Simon Edelsten has raised his US equity exposure in the £15m global select fund in a bid to tap into the US economic recovery.
HMRC suprised at the low number of people applying to protect their pension fund following the Govt’s decision to cut the lifetime pension allowance.
Insurers have to consider how to serve the needs of their direct customers but concerns remain about the agenda behind some direct models.
Kames Capital is planning to introduce derivatives and property shares to its £968m Aegon UK property fund to increase its liquidity.
Moody’s has warned it may cut the credit ratings of 17 banks and financial services companies.
Morgan Stanley European head of structured product marketing Sophie Barnett has been put on consultation along with other members of the equity derivatives team, Money Marketing understands.
TPR warns employers and trustees of the 4,000 DC schemes with fewer than 1,000 members that they may not be considered suitable for automatic enrolment.
PruProtect has criticised insurers’ use of subject access requests to bypass GP reports when obtaining customers’ medical information.
Rowan Dartington is to launch five risk-rated model portfolios and three direct shares and collectives portfolios.
Chief executive Toby Strauss on the firm’s plans for the intermediary market
Swiss Re is launching an online tool that analyses how healthy consumers are to identify appropriate life insurance products.
Pension experts warn that any Government move to cut tax relief for higher-earners in the Budget could risk derailing automatic enrolment.
We look at the roll of shame that cost advisers nearly £500m.
The court case brought by Towry against IFA firm Raymond James and seven former Edward Jones advisers centred on allegations that advisers breached non-solicitation clauses in their restricted covenants and solicited clients.
Threesixty says the FSA may look to ban advisers from taking margins from platforms under distribution deals.
Towry’s request for additional time to pay the first half of Raymond James’ £1.2m court costs.
Aside from the economics of independence, the spectre of an independent Scotland raises problems for a large number of financial services companies
Pass rates for the Chartered Insurance Institute’s diploma in financial planning modules range from just under 40% to almost 80% for last year.
Provider will offer an enhanced annuity as part of its forthcoming mid-market annuity suite.