News

PFS backs flat-fee advice for Osborne's pensions revolution

Professional Adviser | 17 Apr 2014 | 09:56 | Income | screening image

The Personal Finance Society (PFS) has outlined a proposal for a flat fee model which would help regulated advisers deliver pensions advice to a larger audience, following the unexpected changes announced at Budget 2014.

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Ten questions to prepare for your FCA review

All firms can expect an FCA assessment at some point in the next three years. Allen Swaine of TCC Intermediary, part of The Consulting Consortium, asks if yours is ready...

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Mark Polson: Why it's time for platforms to start sweating the small stuff

The future for platforms - and everything else in this sector actually - is all in the detail, writes platforms expert Mark Polson...

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Video: How to build a repeatable advice process

Developing a consistent, repeatable advice process that can be used for every client and yet make each feel special and unique is one of the keys to business success, as consultant Steve Billingham explains in this short video...

Blogs

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Armchair Critic: The known unknowns of regulated online advice

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Pete Matthew: Why we're still tweaking our fees document

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Mark Polson: Why it's time for platforms to start sweating the small stuff

Highlights from Professional Adviser

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Cash is king... but shouldn't it also be managed?

Alistair Hewit, head of cash management at Deutsche Bank Private Wealth Management UK, explains the benefits of cash as an asset class.

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Five signs your stock is a 'value trap'

Andrew Lyddon, equity analyst at Schroders, explains how to spot a company that looks undervalued, but turns out to be cheap for good reason.

Events

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Retirement Planner Forum & Awards 2014

06 Jun 2014 - 06 Jun 2014

London, UK

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International Fund & Product Awards 2014

16 Jun 2014 - 16 Jun 2014

London, UK

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COVER Breakfast Briefings

26 Jun 2014 - 26 Jun 2014

London, UK

Who picked up the gongs this year?

Protected Product Review Awards 2013

Who picked up the gongs this year?

Advisers and providers gathered at the Grand Connaught Rooms in London on 20 November to celebrate the ingenuity and the graft displayed in the protected product arena throughout the last 12 months. These awards are growing in popularity every year, and our congratulations go to the winners and highly commended.

Markets

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Poll

Do you believe the insurance industry can deliver the Chancellor's "retirement advice for all" pledge?