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Hays Financial Services and Money Marketing launch RDR survey

Hays Financial Services and Money Marketing have launched a new survey tracking the latest retail distribution review trends.

This survey aims to identify what you think of the implementation of the RDR and how it has affected you and your plans are for the future. Your answers will enable us to provide insight into what’s happening across the industry.

Please click here: to take part in the survey.


Network Data and four other firms defaulted by FSCS

The Financial Services Compensation Scheme has declared five mortgage advice firms in default, including failed mortgage network Network Data. The four other firms are PMSG Insurance Services Limited (also trading as Professional Mortgages Services Group), Financial Quest UK Limited, Finance Direct (UK) Limited, First Class Mortgages Limited. The FSCS says it has so far received […]


Stop this platform misinformation

In the (almost) four years since we secured the funding to start working on the Nucleus business (and even in the six years before that) I do not think any other market segment has attracted as much wildly speculative, misinformed and ultimately incorrect commentary as the platform space.


Replica kits

Samantha Downes finds that some advisers insist on full replication to invest in ETFs

Benefits of using a probate bare trust

Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of their home, belongings, investment bonds and anything else they may have owned. But, it is not as simple […]


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