Aifa is running seminars to help IFAs develop their existing fee-charging structures, transfer to a fee-based model or find out more about operating wrap-based models. The seminars will be led by FP Advance and are scheduled to start in September.
Sixteen-year-old Brocha Simon is the youngest person in the UK studying to be a chartered financial planner and mentor IFA Filip Slipaczek says advisers who are not chartered need to take a leaf out of her book to improve industry credibility.
Any consumer trust gained over the past year by the critical illness industry has been undermined by bad claims publicity and unhelpful comments from the ombudsman according to Defaqto. Defaqto says the CI industry did not capitalise on the opportunity to promote the Association of British Insurers’ statement of best practice and left many advisers […]
By Sarah Scott, marketing consultant You might think the question in the title is a strange one. Perhaps even more so when you learn that it’s one of several asked as part of an assessment for Employment Support Allowance eligibility in the opening scenes of the 2016 film, ‘I, Daniel Blake’. Daniel is a carpenter […]
The New Model Business Academy is set to launch its long-awaited paraplanning apprenticeship after it was shelved earlier this year due to lack of funding. Speaking to Money Marketing, NMBA director Tom Hegarty says a 1 August application through the Education and Skills Funding Agency for further funding was confirmed last Wednesday. While the sum […]
Can avatars lead to a better retirement? No, I am not talking about some sci-fi version of our future lives. I hope not anyway, as such futures tend to be more dark, wet and dystopian than utopian – at least in the movies I have seen. We live in the age of nudges, popularised by […]
The Pensions Administration Standards Association has elected its director of eight years Kim Gubler as chair. Gubler currently holds the position of deputy chair with the standards body, and will replace Margaret Snowdon from 1 January. Gubler has held a variety of executive positions across the industry, including chair of the joint Standards and Accreditation […]