IFAs came racing out with their hockey sticks following John Shackle-ton’s presentation at the FSA conference last week.The Worldwide Financial Planning chief made no secret of his desire for the industry to move towards a “level-playing field” – about 40 times. If next year’s MM awards add another category (to Jack Dee’s delight) for Most Overused Phrase In A Presentation, the panel have a winner – absolutely not a level playing field.
I had to write to congratulate Ian Lowes for his article in Money Marketing (February 10). I agree 100 per cent with his response to the contracting-out issue. I have been making similar remarks to clients for many years.
Assureweb has deals in place to continue funding of an unspecified sum with three product providers after an existing agreement runs out at the end of May. In January 2002 Norwich Union, Scottish Widows and Friends Provident agreed to pay 16.8m for ongoing services until May 2005. At that time those three providers plus Aegon […]
Lifesearch became the first specialist IFA to win Money Marketing’s IFA of the Year award last week.
Scottish Equitable head of business development Steven Cameron assesses the radical plans set out by the ABI for changes to adviser remuneration.
Re-enrolment is a sizeable task, and requires proper planning. You must ensure that eligible staff who are not already in your auto-enrolment pension scheme are put back into it.
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Pimco has followed in the footsteps of its US rivals Vanguard and JP Morgan Asset Management to announce it will absorb research costs under Mifid II. The California-headquartered bond manager would not comment on the hit to revenues, Financial News reports. JPMAM confirmed last week it would absorb the costs when the European regulation comes into place at the […]
What does “restricted” advice really mean nowadays? Some see this as a question of semantics, others one of outcomes. Either way, the debate was reignited again a few weeks ago by consumer group Which? and its probe into St James’s Place. In a mystery shopping exercise, it found three of the 12 advisers visited did not […]
Murray has emphasised his commitment to the business