View more on these topics

FSA rolls out e-learning tool

The FSA has launched an e-learning package for small firms to help them work out what financial resources they need to meet regulatory requirements.

Firms need to keep adequate financial resources at all times and this online training course is designed for those with little or no accounting knowledge.

The e-learning package can be accessed via the FSA’s website at


Norwich Union picks advocate in orphan bid

Norwich Union has named a policyholder advocate marking the next stage in the insurer’s battle to take over its 2bn orphan estate. It has nominated former Ofgas director general Clare Spottiswoode to represent policyholder interests in any restructuring. The firm has been looking into how it can free the assets across two of its with-profits […]

IFAs are urged to review plans after High Court ruling on nursing care

A High Court ruling that the assessment criteria for fully funded nursing care is flawed opens up opportunities for advisers, according to the Nursing Home Fees Association. But intermediaries say controversy over equity release and long-term care planning as well as a lack of understanding on local continuing care plans is making their jobs harder […]

Royal banker Coutts opts for whole of market

The Queen’s banker Coutts has shocked IFAs by moving to whole of market status rather than offering its wealthy clients a fee option. Coutts head of regulated products Edward Colyer says the bank does offer clients a fee option in exceptional circumstances, such as for very complex pension adv- ice but this is in no […]

Standard revamps year-old loan plan

Standard Life is revising its loan plan to mark its first anniversary adding a cancellation deed that the client can sign to bring the loan to an end, creating a lifetime gift for IHT purposes.

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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