A dispute between the FSA and Northern Bank could deter firms from moving offshore to sell into the UK. Belfast-based Northern Bank has suspended mortgage sales into the UK from its Isle of Man arm while its lawyers and the regulator are locked in talks about whether the bank needs FSA authorisation for sales on […]
Fund management firms should look to consolidate their existing fund ranges before launching new prod-ucts, say two leading investment figures. Hargreaves Lansdown head of research Mark Dampier says firms often seem keener to attract new investors than service the needs of existing investors while Credit Suisse joint head of multi-manager Gary Potter warns that it […]
By Jamie Clark, Business Development Manager, Royal London Recent articles in the media have raised concerns about the new pension freedoms. One perceived problem is that across the industry, trustees and providers are not necessarily allowing people to take full advantage of the pension freedoms in situ. This is backed up by a recent survey by […]
Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]
By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]
Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?