Spurred by the early discovery that he did not like selling other people’s products, the director of Provisio and partner of Assetfirst has gone on to prove that an independent streak can stand you in good stead.
The Treasury select committee has asked the Bank of England to provide detailed analysis of the effect of quantitative easing on pension schemes and savers amid warnings that the policy is hitting retirees hard. Since the start of QE, the BoE has created £325bn of new money which has been used to buy gilts, hitting […]
Smart Financial Planning managing director and head of the North-west branch of the IFP on why the world is finally coming round to his way of thinking about transparent charging and qualifications, why there is nothing wrong with direct sales and how the mass market is in danger of losing out.
Zurich’s platform is a late arrival but Mark Peters says listening to advisers before launching gives it a competitive advantage, reports Rachael Adams
Controversy surrounding the proposed ban on non-advised sales – viewed by many advisers as an attempt to solve a problem that does not really exist – means a line cannot be drawn under the MMR just yet. Rachael Adams reports
The winner of the Money Marketing Paraplanner of the Year award says her role is a collaborative one and she fears that advisers choosing not to use paraplanners will be without the support they need to meet the demands of the RDR Interview by Rachael Adams
Sesame Bankhall’s chief executive officer has a reputation for delivering big changes and he is developing a series of ambitious solutions to cater for independent and restricted advisers Interview by Rachael Adams
In 2004, the director of Chapters Financial used his background in banking, mortgage broking and independent financial advice to go it alone and now, with a new name, staff and ideas, he plans to expand business into new territory and make the most of opportunities resulting from the RDR
Interview by Rachael Adams
The chief executive of the US-based Financial Planning Standards Board says it is crucial that consumers can identify qualified advisers but rather than categorising advice, he believes there should be more emphasis on competence Interview by Rachael Adams
The People’s Pension has taken up the Nest alternative challenge and director Patrick Heath-Lay explains how a simple structure and a single charge could beat the competition
Head of pensions Steve Latto on the benefits of being part of a bigger company and its plans to link up with advisers.