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Five minutes with…Clive Waller

Ahead of his apprearance at the Money Marketing Interactive conference in Harrogate on September 13, CWC Research senior partner and The Investment Network chair Clive Waller weighs in on why advice is not a true profession yet and how to get the public on side. On a scale of 1 to 10, how optimistic are […]

File image of a pension savings pot
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Friends Life to compensate for unsuitable DB transfer advice

The Financial Ombudsman Service has ruled against Friends Life for giving unsuitable advice on a pension transfer from a defined benefit scheme. In the ruling Mr S complains the advice he received from Friends Life to move pension benefits from his former employer’s final salary scheme to a personal pension arrangement was not suitable. In […]

The firms seeing the benefits of adviser academies

Several advice firms and providers have reported progress in their adviser academies this year with growing numbers in the programmes and success with exams. deVere Group announced the expansion of its graduate programme in February, calling it a bid to plug “the impending financial adviser gap”. A spokesman from the group says the training of […]

Directors, limited liability partners and auto-enrolment

By Jim Grant, Senior Product Insight & Technical Support Analyst 6 April 2016 brought in changes to employer duties for directors and partners in limited liability partnerships. Here we explain exactly what’s changed. Before 6 April 2016… Directors of limited liability companies where there were no other directors or employees were exempt from the employer […]

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