MMI 2016

The FCA on suitability and where next for DB transfers: Our top five picks at MMI Harrogate

What is Money Marketing Interactive? Money Marketing Interactive is our flagship conference and comes to Harrogate for the first time in September following a great event in London earlier this year. It is all about delivering Money Marketing in a live format and bringing advisers together to debate how best to evolve the advice profession. […]


Pete Matthew: Human skills are in an adviser’s DNA

This is a rewrite of this column. I had finished a piece about my capacity issues at Jacksons and the lack of talent available to fill the needs of the business, particularly down here in Cornwall. But it felt a bit whiny, so I have started again. Instead, in thinking about the staffing needs of […]

Lisa Winnard: Why working closely with your team is key

We live in a world of unrelenting change, with economic and political agenda, global mobility or social and technological trends all driving adaptations to the way we work. Gone are the days of business as usual. During a recent leadership challenge session, I asked our leaders and future leaders what one thing they would change. […]

Financial advice-planning-advice-cashflow-analysis

Schroders sees £1.2bn in net adviser outflows

Schroders saw £1.2bn in net outflows from its advised business in the first half of the year despite an overall increase in assets under management. In its half year results, published today, the asset manager says flows into its institutional and wealth management channels offset the outflows in its adviser arm with inflows of £1.4bn […]

Lloyds to pay £283m in redress over mortgage arrears errors

Lloyds Banking Group has set aside £283m to pay redress to around 590,000 customers for mortgage arrears errors. Lloyds will refund all fees for arrears management and broken payment arrangements from 1 January 2009 to January 2016. Mortgage customers involved in litigation with Lloyds over that period will also be refunded any litigation fees that […]