Mortgage rates have begun to drop in the face of the biggest housing price fall since 1983, according to the Halifax.
Nearly a third of advisers do not use a client management system, a survey by Bankhall has found.
Legal & General has sent out over 9,000 sales aids to help advisers diversify into the family protection market.
A North-east financial adviser who specialised in the small business sector has admit- ted charges of theft, cheque forgery and deception at a court hearing.
Jennifer Gilchrist Proposition Lead – Design, Royal London When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that way because before the arrival of RDR in 2013, that’s more […]
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Scottish Widows mulls Standard Life corporate pensions book takeover
- Martin Lewis wins claim against PPI chaser that used his image
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]