Advisers

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Lighthouse in-house fund flows top £1m a week

Lighthouse’s investment arm has almost tripled its assets under management in the first six months of the year to £20m, the firm has reported today. The news comes as the FCA investigates potential conflict of interests among firms offering both advice and in-house investment services, as well as their value for money. Luceo Asset Management, the […]

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Hope of bargains in FTSE 250 slump despite talk of gloom

In the two weeks following the vote to leave the EU the FTSE 250 continued to lag the UK blue-chip index. The mid cap index slumped by 13 per cent in the two days after the EU vote, before rebounding. But it has since slid back sliding as Brexit and a weaker sterling continue to […]

Best Corporate Adviser: Aon

It was not size that persuaded the judging panel to name Aon Best Corporate Adviser, but the way the firm had marshalled its many resources to deliver a first grade corporate benefits engagement package that delivers both for employers and employees. As well as developing impressive benchmarking and risk forecasting propositions, Aon has implemented its […]

View from Standard Life: What does 5 star service really mean?

Defaqto recently awarded Standard Life the Gold Platform Service Rating for 2016, giving us 5 Star Platform Rating and Gold Service Rating for a second consecutive year. This got me thinking about 5 Star service and what it really means. For Defaqto to award the 5 Star rating, a provider must have to consistently score […]

David Shelton: Tackling training at a company level

While the majority of training should be at the individual job level, there is sometimes a case for a more structured business-wide approach. This can be beneficial in the following circumstances: There are several people who need the same training or development The regulator has set specific standards to be achieved Access is possible to […]

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Locking horns: Garry Heath clashes with Apfa over adviser trade body plans

The launch of a new trade organisation representing advisers has reignited the debate around the industry’s ability to lobby at the highest level. This week Money Marketing revealed how former IFA Association director general Garry Heath is launching a new trade body in May for wealth managers and independent and restricted advisers. Heath says Apfa […]

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Tom Kean: Confused regulation is holding back advisers

I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]

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Sesame confirms Intrinsic AR referral deal

Sesame Bankhall has confirmed it has chosen Instrinsic as its preferred partner for investment and pension appointed representatives who choose to leave the network following its closure. Last month, Money Marketing revealed that Sesame was planning the tie-up with the Old Mutual-owned network after it closed for business to investment advisers. Following the restructure of […]

PFS launches consumer education website

The Personal Finance Society has launched a consumer education website as part a drive to improve its public profile. Yourmoney provides guidance and tools on issues such as planning for retirement, managing debt and saving and investing. It gives tips on how to avoid investment scams, explains the benefits and costs of regulated advice, and […]

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Election 2015: What are the key manifesto pledges affecting advisers?

With the general election now only weeks away, Money Marketing assesses the manifesto pledges affecting advisers and their clients. Tax While cracking down on tax evasion and aggressive avoidance has proved popular territory for all the major parties, several are also seeking to ameliorate the tax loads of voters. The Conservatives have promised to raise […]

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Phoenix signs up to Just Retirement simplified advice service

Closed book insurer Phoenix is the first provider to sign up to Just Retirement’s new simplified advice service. The deal means retiring customers who do not have an adviser will be able to get personal recommendations over the phone on how to use their pension pot, including whether to keep their funds invested, take lump […]