View more on these topics

About face

Scoop from ber-PR Mark Llewellyn Slade – IFAs are getting oh, so vain.

Financial services professionals are increasingly obsessed with their appearance, according to a Harley Street cosmetic surgeon, seeing Botox and other “lunch-hour” treatments as a route to more sales. Seriously.

It seems if only George Clooney and Kylie Minogue-alikes were giving us financial advice, we’d all be seeing a lot more of them.


Capita confirms Quay acquisition

Capita has announced the acquisition of IFA software supplier Quay for an undisclosed fee.The move was predicted my Money Marketing in September and continues Capitas move into the financial services arena.The entire workforce of 40 employees will transfer to Capita and the business will continue to operate from its existing site in Bishops Stortford, Hertfordshire.Capita […]

Denne sets the first stage for wrap process

Falcon Group has put in place the first steps of what will lead to a full wrap proposition as it bids to increase its wealth management capabilities and attract new advisers. Business development manager Piers Denne, who joined the firm last month, was brought in to introduce and develop the project which he says will […]

Get in Shape

Scottish Equitable Protect head of marketing Rod McKie, rather than tinkering round the edges, critical-illness products need top-to-toe toning to ensure they are fit to survive.

Swede dreams

Adair Turner’s Pensions Commission appears to have found the Swedish state-run pension scheme to be a smorgasbord of delights but Standard Life head of pensions policy John Lawson warns that the menu does not include advice.

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm