Alliance & Leicester head of intermediary sales Mark Blackwell has been made redundant after just four months in the role.
AIG is understood to be headhunting more protection specialists as it focuses on the UK advisory market.
It is hardly surprising that financial advisers continually cite product provider service as a key concern when you consider that many firms waste almost a day each week chasing basic information.
First Direct has temporarily stopped selling mortgages to new customers.
One in four advisers believe their clients fully comprehend the implications of inheritance tax, while 95 per cent say greater education and information is needed.Research by Close Investments shows more than half (54 per cent) of clients seek IHT guidance on all their assets, not just their homes. But 84 per cent of advisers say […]
Royal London Asset Management UK Equity Fund Managers Martin Cholwill and Richard Marwood look at the compounding effect of dividend growth for UK equities and how it drives returns over time. Read the article in full The value of investments and the income from them is not guaranteed and may go down as well as […]
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The Government should make it easier for advisers to sell products that blend income drawdown with insurance to meet future care costs, according to former pensions minister Steve Webb. A paper published today by Royal London calls on the Government to introduce policy changes which allow new products to be created that pay for long-term […]
Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]