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What advisers think of Sandler – Equal Partners

Equal Partners believes consu-mers are reluctant to pay for advice because they do not recognise its value and it is up to distribution channels to change this view.

It says client education is needed and the industry, commentators, regulators and the Government should be aiming to convince consumers of the worth of advice.

It says IFAs should be seen by the public as charging for advice and the work involved rather than as product retailers.

On remuneration, Equal Partners says the issue is not fees commission but being able to demonstrate that an IFA is providing value for money. It says the entire industry has singularly failed to tackle this fundamental point.

Partner Vivienne Starkey says: “When a product is bought, clients know that there are charges and part of those charges will be paid as commission. They give little thought to the amount of charges or how they reduce the yield on their investments.”


Market forces

Last week, I looked at the services Skandia is making available to IFAs to help populate their own websites. The first fund supermarket to launch tools to populate IFAs&#39 own websites was Fidelity&#39s FundsNetwork.It is nearly a year since it launched this facility initially via The Exchange, which would offer a standard version of FundsNetwork […]

Loan site relaunch after Eve buys back company

Flexemortgage, the first online flexible loan website, is relaunching this week after original owner Frank Eve bought it back from E-loan for a fraction of the sale price.Eve had set up the website – which gives inf-ormation on the features and benefits of flexible mortgages – during the e-commerce boom in 1999 and sold it […]

Workshops from Institute of Financial Planning and LIA

The Institute of Financial Planning and the LIA are running workshops in November to encourage more people to become paraplanners. They will focus on the how paraplanners can add value to an IFA&#39s business, the qualifications required, creating and implementing a financial plan and career paths. The IFP says the number of clients requiring a […]

Investlife goes after eight

Investlife Luxembourg, a sister company of Pinnacle Insurance, has introduced the premier income and growth bond that is linked to the performance of eight industry sectors across Europe including the UK. The premier income and growth bond tracks the performance of the largest stocks in the auto, energy, banks, insurance, food & beverages, media, chemicals […]

What's going on in the 'offshore' world?

Graeme Robb, Senior Technical Manager at Prudential, explores the current state of the nation for offshore issues and highlights areas which may be particularly relevant to advisers. In the context of insurance companies, ‘offshore’ can be a relatively straightforward matter. Like their onshore equivalent, offshore bonds are ‘non-qualifying’ for tax purposes, meaning that all gains […]


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