The Institute of Financial Planning says it had its best financial year in 2009 despite having to take a loan of £75,000 from two of its directors.
Curtis Banks – Flexible Family Trust
They say one of the signs that doctors look for when trying to diagnose insanity is someone repeating the same mistakes over and over again.
Former IFA Association director general Garry Heath is looking to raise £25m to fund a new IFA consolidation vehicle.
By Jamie Clark, Business Development Manager With only a few weeks to go before the new pension freedoms allow people to access their pension funds as and when they like, there are concerns that the consequences of making (or not making) the right decision could put pension savings at risk. Yes, this revolution is exciting; […]
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Aviva has triggered a five day platform blackout as it moves to new technology. The platform will be unavailable from 6pm on Wednesday 17 January through to Monday 22 January while the provider manages its transition onto an updated system run by technology provider FNZ. The downtime will affect Aviva’s investment platform only, but other adviser […]
JLM Mortgage Services has launched the first stage of its new ‘robo advice’ service. The mortgage and protection network claims it is the first network to launch such a tool to its members. The Virtual Adviser will allow member brokers to offer an online service to residential and buy-to-let customers. This service will offer an […]
Providers should listen closer to advisers and consumers when deciding what initiatives will work