View more on these topics

Bloomsbury devises questionnaire to assess risk attitudes

IFA Bloomsbury Financial Planning is introducing a risk coaching questionnaire to assess the risk profile of its clients and educate them on the meaning of risk.

The questionnaire, which was inspired by similar tools used in the US, includes exercises where the client is asked to rank their attitude towards money on sets of scales from: “Money is the root of all evil” to “I can never have enough” and “Nobody ever got rich by writing cheques” to “I can&#39t take it with me”.

Clients are given the questionnaire at the end of the first meeting with a Bloomsbury IFA and asked to complete it so they can go through their responses with the adviser in the second session.

Bloomsbury Financial Planning managing director Jason Butler says: “It is the first stage of a consultancy-oriented financial planning service rather than a way of selling products.”


Gap on returns means FSA may cut projections

The FSA could be forced to cut projection rates for with-profits policies over concerns that life offices could be attracting new investors by overstating likely future performance.Independent research conducted on behalf of Money Marketing reveals that typical with-profit policies – calculated using the average asset allocation of all available products – are returning far more […]

Britannia International – Guaranteed Capital Equity Bond Issue 11

Thursday, 24 October 2002 Type: Guaranteed equity bond Aim: Growth linked to the performance of the FTSE 100 index Minimum investment: Lump sum £1,000 Place of registration: Isle of Man Investment split: 100% linked to the performance of the FTSE 100 index Guarantee: Capital returned in full regardless of the performance of the index Yield: […]

FSA must take action on PI

The professional indemnity crisis is becoming a very real threat to many IFA businesses.Nearly all are facing huge increases, in many cases, up to double or three times normal premiums and, in one exceptional case, up to 750 per cent more than last year.Others are finding it virtually impossible to access compliant cover, often through […]

Platform unveiled as new name for Britannia&#39s intermediary business

Platform has been unveiled as the brand name for Britannia Building Society&#39s new intermediary business following the merger of its Platform Home Loans and Verso divisions. The new brand offering prime to non-conforming products launches in January next year, and until then it will be business as usual for both divisions. Britannia says the Platform […]


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