View more on these topics


“No. The literature is adequate and IFAs know how to use it.”

Vaughan Hart, Vaughan Hart Personal Financial

“To an extent. But at the end of the day, provider literature should be compliant and reliable.”

John O&#39Hare, Cameron Chase

“No. All the information is there to be used and it is reliable for advice.”

Paul Green, ACP Independent Financial Advisers

“I don&#39t think so. There is far too much literature out there and I only usually use the technical documentation for specific queries rather than rely on the promotional material.”

Paul Williams, Baker Williams Associates

“No. I think we trust it but not too much.”

Terry Elmer, GR Patrick & Co (Financial Services)

“No. We do not just rely on marketing material, we do our own research on products.”

Patrick Hennessy, PM Hennessy & Co

“No. To some degree, there is an element of over-optimism but I do not think they trust it too much.”

Malcolm Plant, Malcolm W Plant & Co.

“I don&#39t use much in terms of their pure marketing material, but things like key features documents and product documents you have to trust. Key features documents are legal documents.”

Gregory Braithwaite, The Ethical Partnership

No – 100%


Firms told collaboration would improve admin

Cofunds chairman Charles Eppinger is calling for a committee to be set up to monitor administration and operations processes in financial services firms. Eppinger, who is also chief executive of International Financial Data Services, believes there are many unnecessary costs embedded in the way most companies operate that could be eliminated if there was more […]

Mortgage Next – Platform Self-Certification Tracker Discount with Cashback

Type: Discounted rate self-cert tracker remortgage product Discounted term: Two years Discount: 1.4% in year one, 0.36% in year two Tracker term: Life of loan Tracker rate: Bank of England Base rate plus 0.35% in year one, Bank of England base rate plus 1.39% in year two, Bank of England base rate plus 1.75% thereafter […]

Swiss Life scraps deal with Unum after OFT move

Swiss Life&#39s deal to offload its UK employee benefits business to Unum Provident has been abandoned following the decision by the Office of Fair Trading to refer the deal to the Competition Commission. Swiss Life says it is not going ahead with the deal, which was announced last August. However, it says it is still […]

SVM appoints fund manager

SVM Asset Management has appointed Andrew Dykes as European fund manager. Dykes was previously with Martin Currie, where he was assistant manager of Pan-European equities. He joined the group 1998 after training as a chartered accountant with PricewaterhouseCoopers, a background SVM says is ideal for its investment style. Managing director Colin McLean says: “In keeping […]

Introducing Trevor Greetham

Ryan Medlock, Investment Proposition Manager, Royal London Royal London Asset Management’s (RLAM) new head of multi-asset is officially up and running. I want to look at what expertise Trevor brings to the table and how this affects the Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs). Trevor Greetham joined RLAM in April 2015 from […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment