The FSA cancelled the permissions of five advisers in one day for failing to submit retail mediation activities returns. They include Sheffield-based Sally Whitaker trading as Rock Pool and London-based Capital Solutions.
A recent survey by SimplyBiz which found only 4 per cent of IFAs are considering the restricted advice channel has sparked a discussion about where IFAs will position themselves after the RDR. The debate intensified when Aifa revealed it will consider holding a member vote on whether to accept restricted advisers into its ranks.SimplyBiz chairman […]
PMS has announced executive chairman John Malone has signed a contract which will extend his stay at the mortgage club for at least two further years. Malone was due to retire from PMS at the end of this year but is keen to continue working with the PMS team. Malone says: “I am looking forward […]
Concluding my look at VAT and financial services with an assessment of the factors that make a service exempt
Scottish Widows Investment Partnership investment director of international equities Colin Beveridge has quit the firm and is leaving by the end of September to take time out of the industry.
Fiona Tait takes a closer look at the Department for Work & Pensions’ forthcoming review of automatic enrolment In December, pensions minister Richard Harrington announced the scope of the DWP’s forthcoming review of automatic enrolment (AE). The review will look at AE coverage, as well as the current thresholds and age criteria. In other words: […]
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Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]
The New Model Business Academy is opening applications for its apprenticeship programme this week. NMBA, part of SimplyBiz Group, was included on the register of apprenticeship training providers in March last year. In December, it received funding from the Education and Skills Funding Agency. SimplyBiz chair Ken Davy says the Government funding was lower than […]
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 […]