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Royal London on the Money Marketing Awards and a bright future for the advice profession

Royal London is back to sponsor the Money Marketing Awards for the third year in a row. In an interview with editor Justin Cash, sales director Jim Smith reflects on the significant changes in the advice market over the past year.

Despite the growth in DIY protection and investment sales, a shaky defined benefit transfer market, and worries around professional indemnity insurance, Smith paints an optomistic picture of the advice profession which deserves a chance to step back and celebrate its success.

From technological improvements to pension dashboard discussions, there are ways an undererved public can get to advice, as awareness among consumers of the value of financial planning continues to increase.

Tables for the 2018 Money Marketing Awards, to be held on Thursday 21 June at the HAC, London, are still available. Click here for details.



Fidelity defends harassment complaint as legal battle set to continue

An internal investigation has found that a Fidelity International director did not bully or harass one of the firm’s employees. Legal action could still continue, however, as both the employee and company contest each other’s claims. Money Marketing reported last month that Fidelity had opened an investigation into a senior manager after an associate director […]

Half of advisers not reviewing risk mapping tool methods

More than half of advisers (52 per cent) using risk mapping tools are not reviewing the underlying mapping methodology, according to research from FE. In a new report, FE collated responses from more than 130 advisers about their business models. The research found the proportion of advisers using an attitude to risk questionnaire at the […]


Advisers pinpoint growth segments post-freedoms

Just over two-thirds of advisers expect most business to come from at-retirement clients with assets ranging from £100,000 to £250,000 this year, according to research from consultants AKG. The online survey of 100 advisers conducted in March looks at how advisers are dealing with the opportunities and challenges of pension freedoms. It is one of […]

uk equities

FCA looks to ban debt management boss for client money breaches

The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]

A whiff of stagflation

Read our latest Investment Clock Strategy report ‘A whiff of stagflation’ from Trevor Greetham, Head of Multi Asset at RLAM. The report covers various topical themes and also explains why Trevor is now only marginally overweight equities in multi asset funds but would still be willing to buy dips. Read the report here Past performance […]


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