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Claire Walsh: Why advice firm bosses should be hands off

I have noticed a new trend among advisers at conferences lately. Instead of boasting about the number of clients they have or the size of their cases, all the talk now is about how little they are working. This struck me the most when I was listening to someone extolling his recent yachting trip. The […]

Paul Yates

Advisers’ positive influence on protection technology

Innovative firms have spurred on technology providers, driving them to bring out new solutions to speed up processes. The protection industry is not like other industries. We have complex products, generally sold via an advised process, using fragmented tools and distributed within a highly regulated framework. Growth in our market needs a combination of factors […]

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Lib Dems join calls for contingent charging ban on DB transfers

The Liberal Democrats have called for contingent charging on pension transfers to be banned because it is “against the public interest”. Stephen Lloyd, the Liberal Democrat spokesman for work and pensions, argues it is impossible for advisers to give impartial advice when the adviser only gets paid if the consumer chooses to transfer out. This […]

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Ian McKenna: SimplyBiz’s investment advice system impresses

New Centra system is a powerful tool that can deliver major benefits for members Technology is the adviser’s best friend when it comes to reducing costs, increasing profitability and delivering consistent compliance. The history of technology companies providing solutions that advisers find it easy to work with is chequered, but it is fair to say things are […]

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