Financial education

Lessons to be learnt

Half of advisers think qualifications are too expensive

Half of advisers think qualifications are too expensive, according to a Money Marketing survey. Our latest reader poll shows that 57 per cent of respondents rated adviser qualifications as too expensive. 39 per cent said they were priced about right. Just five per cent responded saying they thought adviser qualifications were actually too cheap. The […]


Pensions minister: My priorities to help advisers and savers

Pensions and financial inclusion minister Guy Opperman discusses the Government’s savings priorities in an exclusive op-ed for Money Marketing During my first few months as minister for pensions and financial inclusion, I’ve been struck by both how much we’ve achieved in recent years in helping people save for their retirement, and the challenges we must […]

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A golden opportunity to recruit new advisers

It won’t be a revelation to anybody that the financial advice sector is in dire need of new blood in order to survive. In fact, it’s been a consistent talking point throughout the two decades I’ve spent in this industry.  I’ve chosen to write about the subject for two reasons. Firstly, we’re getting dangerously close […]


Top advice names call for financial education in school curriculum

Tisa initiated project backed by household names like Old Mutual and Standard Life Some of the biggest names in financial advice have backed an industry initiative to get financial education on its primary school curriculum. Old Mutual Wealth, Standard Life, Prudential and Aviva are among 16 savings and investment companies to have joined forces to back […]


Meeting the financial adviser apprentice challenge

If you are an employer in England with a payroll of over £3m per annum, a 0.5 per cent increase in employment costs from 1 April might bring tears to your eyes. It is not all bad, however, as you can use this levy to fund apprenticeships for your own employees, provided you do it […]


Apfa: Guidance bodies should promote free adviser meetings

Apfa has called on the Government’s new single guidance body to tell consumers that an initial conversation with an adviser is “always free”. The Government said in October it would create a single organisation to deliver guidance on pensions, money and debt advice that will replace the Money Advice Service, The Pensions Advice Service and Pension Wise. […]

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Campbell Edgar: The simpler route to CFP

The new year is a time for resolutions, with many advisers making promises about what they want to achieve in the coming 12 months. Since this time last year, we have had a Brexit referendum, an increased focus on globalisation and, much closer to home, a simplified pathway to becoming an accredited certified financial planner […]


Outgoing MAS chief: I’ve turned us around

Outgoing Money Advice Service chief executive Caroline Rookes has credited her tenure with turning the embattled agency around, despite having to fend off constant criticism from Government and advisers. Rookes announced yesterday she will retire from her post in April 2017. She had initially intended to retire in February this year, but wanted to stay to […]