There have been too many in the industry that have used the RDR for their own ends to try to panic IFAs into believing that the RDR is bad for the small practitioner, or you will need a PhD, as if large firms or purely academic qualifications were either required or offered some magic solution.
By Jamie Clark, Business Development Manager With only a few weeks to go before the new pension freedoms allow people to access their pension funds as and when they like, there are concerns that the consequences of making (or not making) the right decision could put pension savings at risk. Yes, this revolution is exciting; […]
The government must urgently publish its green paper on social care as 90 per cent of over 65s have no plan for social care funding, the Association of British Insurers says. The ABI argues a massive new campaign is needed to raise awareness of social care funding based on polling research from Populus alongside analysis […]
The FCA’S interventions in to the mini-bond marketing of London Capital & Finance’s are under the spotlight, according to FCA chief executive Andrew Bailey. He made the point while giving evidence to the Treasury select committee about the watchdog’s work practices. Bailey was questioned on the lessons the watchdog has learned so far about the […]
The challenge is not just about getting the right people, but keeping them interested The success of advice firms has presented them with something of a dilemma. Many have grown their client banks significantly, which they now need to service and retain, while at the same time looking after the needs of new customers. And […]