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FCA drops plans for standalone equity release qualification

Regulator says new qualification was unlikely to give more people access to advice The FCA has dropped plans to bring in a standalone equity release qualification. Last September the regulator consulted on plans to move away from the current system, where advisers must be mortgage-qualified up to level three to sell equity release, so consumers could access […]

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Which financial services names have made the Rich List?

The founders of Hargreaves Lansdown have seen their wealth increase over the last year as it emerges who gave what to the Leave and Remain campaigns ahead of the EU referendum. The Sunday Times Rich List, published yesterday, reveals co-founder of Hargreaves Lansdown Peter Hargreaves is ranked 51 among the UK’s wealthiest 1,000 people. His […]

Nick Bamford: Learning from your mistakes as an adviser

Advisers can learn from their errors if they are willing to admit mistakes In my first job many years ago, I learned two important lessons that still influence me today. My manager had a rule: the telephone rings just once. He knew the importance of customer care, as well as the disturbance to the rest […]

The Downsizing Delusion: Why relying exclusively on your home to fund your retirement may end in tears

By Steve Webb, director of policy The British obsession with homeownership can have dangerous consequences. A recent survey by Barings¹ found that up to three million people of working age were planning to rely wholly on the value of their home to fund their retirement. We are not talking about people investing in buy-to-let or […]

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