Positive Solutions has launched an extranet service to help IFA partners create personalised websites for their firms. The service will allow IFAs to have an internet presence and point of contact with their clients and colleagues.
The FSA is to launch a crackdown on advice around the transfer of personal pensions into Sipps or other PPs, including enforcement action and forcing wide reviews of past business, according to a leaked report seen by Money Marketing.
I was intrigued to read about Andrew Fisher’s letter to the Prime Minister regarding consumer behaviour being driven by the commission-based sales structure of retail financial advice, which seems well wide of the mark.
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
Directory service Compare The Platform has launched a new tool to calculate exit charges across the market. The calculator will be updated in real time to given an indication of exit costs, but also incentives to switch, for example where platforms offer to pay for part or all of the costs of leaving an adviser’s […]