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Business

Money Marketing’s hub for insight on how to get the best from your financial planning business

News

Business Advisers

Consolidator unveils new buy-out offer for retiring advisers

Consolidator Fairstone has launched a new Individual Buy Out programme to help advisers create exit strategies for their firms. The scheme enables advisers to build a long-term tax-efficient retirement fund while keeping continuity of service for their clients. Advisers will receive an initial capital sum, a proportion of ongoing fee revenue for an agreed period […]

17th April 2018 1:03 pm
Business Advisers Business Company news Investments

Old Mutual Wealth confirms name change

Old Mutual Wealth Management has officially changed its name to Quilter ahead of its plans to list and separate from Old Mutual. The business’s subsidiaries will be re-branded to Quilter over a two-year period after the separation. In the meantime it will continue to use the names Old Mutual Wealth (UK Platform/Life Assurance), Old Mutual […]

28th March 2018 1:11 pm
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5
Business Business Company news Insurance

Aviva’s Briggs to pocket £1m bonus for 2017

Aviva Insurance chief executive Andy Briggs will take home an extra £1m in bonuses on top of a basic salary of £726,000 for 2017. The bonus is one part of Briggs’s £2.5m remuneration package, which also includes  benefits and pensions contributions. Commenting on Briggs’s work in its remuneration committee report, published today, Aviva says there was […]

27th March 2018 11:14 am
1
Business Advisers Business Regulation

How to run a mid-sized advice firm

The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]

22nd March 2018 2:55 pm
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Business Business

RBS working on plans for standalone digital bank

Royal Bank of Scotland is mulling launching a standalone digital bank and has assigned a former top executive to the project, according to reports. Sky News says RBS’s former chief operating officer Mark Bailie is leading the “secret” project and that tens of millions of pounds have been assigned to creating the digital platform. The […]

20th March 2018 8:52 am
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Business Advisers Business Company news Investments

SimplyBiz to IPO next month

SimplyBiz Group will float on the London Stock Exchange next month with a market capitalisation of £130m. The company has raised a before-expenses total of £30m from an institutional placing of 17,670,149 ordinary shares at a placing price of 170p, as well as £34.6m for selling shareholders though an institutional placing of 20,362,228 ordinary shares […]

16th March 2018 8:53 am
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Business Advisers Annuities Business Company news Distribution Pensions

Prudential to spin off UK and European business

Prudential is to demerge its UK and European business M&G Prudential, resulting in two separately listed companies. After the merger, shareholders will hold interests in both Prudential and M&G Prudential. The division of the group will see Prudential focus outside the UK on the US and Asian markets. Prudential also announced today the sale of […]

14th March 2018 9:08 am
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1
Business Advisers Business

SJP director pay increases 20% year-on-year

The pay of directors at St. James’s Place has increased 20 per cent over the year according to annual accounts published today. In the year that ended 31 December 2016 total pay was £12.1m and this went up to £14.5m in the year that ended 31 December 2017. The firm says it continues to develop […]

28th February 2018 9:37 am
Phil Wickenden
1
Business Advisers Business

Phil Wickenden: Focusing on providing outstanding customer experience

The primary purpose of customer service is to change feelings. Not the facts but the way your customer feels. The facts might be the price, a return or the frequency of reviews. The facts are certainly easier to address compared to such a fluffy metric as feelings – being specific, measurable and all that. But […]

5th February 2018 2:54 pm
Business Advisers Business Technology

Phil Bray: The best free marketing tool out there for advisers

Google Analytics is crucial in measuring marketing efforts, yet nowhere near enough advisers use it To market your business successfully, it is essential you have a deep understanding of your target audience. Only then can you analyse how effective you are at engaging with them. Evidence-based investing is pursued passionately by a growing band of […]

31st January 2018 11:54 am
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Business Economy

Diversity and pay under spotlight in new UK corporate governance rules

UK-listed companies face tighter rules around executive pay, diversity and shareholder votes under a shake-up of the UK Corporate Governance Code. The Financial Reporting Council released its proposed changes to the code today in response to a Government green paper released late last year. The FRC says boards need to be more specific about actions […]

5th December 2017 2:38 pm
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Business Advisers Business

Go-to guys: How to carve a niche for your advice firm

Specialise wisely is the advice for firms wanting to secure profitable clients

20th June 2017 1:04 pm
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Analysis

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Business Advisers Business

Top tips ahead of CII R06 and AF5 exam sittings

Last-minute preparation for the next round starting on 16 April In order to complete the level 6 Advanced Diploma in Financial Planning, a student must pass the compulsory unit AF5: Financial Planning Process. Anyone that holds the level 4 Diploma in Regulated Financial Planning will already have passed R06: Financial Planning Practice. These exams do […]

9th April 2018 3:16 pm
Business Advisers Business

Phil Bray: Top tips for the perfect first client meeting

Advisers who go the extra mile to impress will be rewarded many times over Marketing types are fond of talking about the “client journey”. That usually means the journey an individual takes from being a suspect, to prospect, to client. Here, however, I want to talk about an entirely different client journey: to and within your […]

26th March 2018 4:00 pm
Business Advisers Business Investments

Lifting the lid on investment committees

Many smaller firms are mistaken in thinking they do not need an investment committee. Here are the key considerations in establishing one… Investment committees are usually associated with larger advice firms and those conducting discretionary management, but the reality is the same rules and principles apply to smaller firms. Indeed, given the number of firms […]

15th March 2018 2:42 pm
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Business Advisers Business

Brett Davidson: Serious about succession? Don’t stay too long

The biggest factor behind a successful succession is knowing when to step aside. If you are serious about creating internal successors within the business you have built up over your career, then there are some important issues to consider. The biggest of these is your specific plan and timeline. If you have been talking about […]

9th March 2018 12:13 pm
2
Business Advisers Business

Roderic Rennison: Adviser charging from the client’s perspective

Follow these five rules to get communication of this tricky issue right

2nd March 2018 10:39 am
Business Advisers Business

Delivering advice and guidance in the workplace

Three advisers share their ideas and experiences of helping employees with their financial decisions The workplace is instrumental in engaging people to save for retirement. How are advisers helping employers provide advice or guidance to their employees? Telephone guidance Financial education provider and advice firm Wealth at Work recently launched a telephone guidance service to […]

19th February 2018 12:57 pm
Business Advisers Business

Tom Hegarty: Why advisers should consider getting extra support in their business

With delegation the key to business success, many advisers should consider getting extra support The most common challenge advisers face when it comes to running their business is making the time to do so as effectively as possible. Many want more profitable and productive firms but know that further developments are often required to maximise […]

7th February 2018 12:47 pm
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1
Business Advisers Business

Malcolm Kerr: Hybrid model is future for advice firms

Enabling clients to interact with a firm any way they want will be key to success

16th January 2018 12:49 pm
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1
Business Advisers Business

Roderic Rennison: How to get adviser remuneration right

Too many business owners base remuneration structures on assumptions, missing the chance to make them work better for all involved

15th January 2018 10:52 am
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Opinion

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1
Business Advisers Business Pensions Regulation

Carl Lamb: How sustainable is even the best advice business?

Advice firms are doing well at the moment. What we do has been recognised as important and we have been busy. We are profitable and standards are high. But just how sustainable is even the best business? Picture yourself presenting your firm on BBC’s “Dragons’ Den”. It all sounds good to start with: a client […]

26th March 2018 3:53 pm
Phil Wickenden
8
Business Advisers Business

How acting like you care can win you clients

Trust only takes a moment to destroy. Just a few sentences, a broken promise, a lack of empathy, and it is gone. In most scenarios of customer dissatisfaction, there may well be significant (and often justifiable) operational barriers that either contribute to the creation of the problem or prevent us from fixing it. But in […]

18th January 2018 11:44 am
Phil Wickenden
Business Business

Capturing less wealthy clients can be worth the risk

Servicing smaller clients remains a challenge. Actually, it is inaccurate to refer to this service deficit as a challenge because that assumes finding a way to reach this group profitably, competitively and compliantly is something advisers are bothered about. They are not. In the main. Although some recognise the latent opportunities from the so-called mass […]

7th December 2017 12:38 pm
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Video

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Politics Politics

MM Wired on-demand: The impact of a Corbyn govt on investments

Catch up with last week’s Money Marketing debate on what Labour would mean for financial planners with former pensions minister Steve Webb and three leading advisers.

5th March 2018 10:00 am
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4
Advisers Advisers Business FAMR Regulation

How are your FSCS levies calculated?

FSCS levies are one of the biggest bills advisers have to pay. But how are they calculated? Watch our video to find out Advisers slam levy increases as FSCS bills hit desks Solving the FSCS’ long list of problems FSCS chief executive Mark Neale’s blog

15th October 2017 9:00 am
Andrew Bailey
2
Regulation Regulation

FCA chief Bailey: 12 months in power

FCA chief executive Andrew Bailey has just marked his first year at the top of the regulator. Money Marketing asks: Who is the man running the financial services show? Watch: Where do your FCA fees go?

3rd August 2017 8:05 am

MM Wired: Beyond the election – On demand

Title: MM Wired: Beyond the election Date: Thursday 15th June Time: 11am Money Marketing Wired returned in association with The UK Edge on Thursday 15 June with a topical debate on the election results. To see the full on-demand version of this session, please watch the video above. Panelists Stephanie Flanders – Chief Market Strategist (UK […]

19th June 2017 8:22 am

Acumen

Neptune Investment Management Equities Equities

Tech trends: Cybercrime and small caps

Ali Unwin, Fund Manager & CTO, Neptune Technology has been a driving force in equity markets over the last 12 months but the sector continues to divide investors. Watch Ali Unwin discuss what he believes are some of the most common misconceptions when it comes to investing in technology. Watch video Investment risks This Fund […]

23rd April 2018 4:22 pm
sw-rpf-screen
ish Scottish Widows

Retirement Portfolio funds – Managing significant volatility to help a pension pot last longer

More clients than before are entering pension drawdown, especially those with smaller pots, and they are looking to you for an investment strategy which can help their money last longer into retirement. The challenge for you now is to provide an effective service to all types of clients, which is still commercially viable for your […]

23rd April 2018 12:45 pm
sw-dfd-screen
Scottish Widows

Drip-feed Drawdown – A tax efficient pension income solution

As more clients than before are entering pension drawdown, your role as an adviser is so important in converting their pension pot efficiently into a regular income stream and ensuring this income is sustainable. That’s where solutions like Drip-feed Drawdown are highly valuable. In this film, Scottish Widows’ expert Roy Vickery looks at the benefit […]

19th April 2018 5:25 pm
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