Annie Shaw is a freelance financial journalistSince I had ricked my foot the previous week and was headed for Bangalore accompanied by a not very elegant walking stick, a little medical tourism seemed to be in order. I ended up in the MS Ramaiah Memorial Hospital for an “executive check-up”. This is the equivalent of […]
Probably one of the most contentious areas in relation to the retail distribution review is its effect on the number of advisers who will be able to class themselves as IFAs and, in turn, the effect that this may have on genuine independent advice for the mass market.
As we move closer to the time to respond to the retail distribution review and other discussion papers, it may well be worth setting out the ABI’s position according to their submission to the original working parties. In essence, they state that IFAs control 60 per cent of distribution and that this is a problem […]
Axa has announced new with-profits bonus rates for customers investing in the Axa Sun Life with-profits fund and the Sun Life Assurance Society with-profits fund.Axa’s regular bonus rates have increased by up to 1.25 per cent for most unitised policies in the ASL fund compared to the same time last year and payouts on bonds […]
The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]
There are increasing hurdles to consider for advisers making the move to sell their business and trade under a new parent. Recent figures from Nucleus show advisers are shunning the idea of selling to consolidators, thanks to increasing examples of the process going wrong. Figures from a survey of around 200 advisers by the platform […]
The boss of Richmond House Wealth Management responds to Money Marketing columnist Paul Lewis’s latest article that questioned the effect of pension freedoms I am in the majority of advisers in that I am still, just, in my 50s. I therefore grew up with the Man from the Pru calling monthly to collect premiums, got […]
Last week, the great and the good of the advice profession gathered in Port Talbot. An industrial town in deepest South Wales may seem an unlikely location for a high-profile conference, until you fully grasp the magnitude of what has happened there over the past 12 months and its impact on the planning profession. While […]