Changing tack: How pensions freedom altered Bradbury Hamilton's business plan

        Professional Adviser | 29 Jan 2015 | 11:28

        Sheriar Bradbury talks to Jenna Towler about how pensions freedom has altered his firm’s acquisition strategy and swelled new business volumes

        Roman soldiers

        Blog: What did the Romans ever do for us? Part I

        Nick Lee, who is clearly a big Monty Python fan, shares his insights on the Roman origins of the sunset clause…

        Professional Adviser | 29 Jan 2015 | 10:25

        Transact cuts fees for mid-market clients

        Transact is to cut platform fees for client portfolios of between £180,000 and £300,000 in an attempt to attract new business.

        Professional Adviser | 19 Jan 2015 | 12:45

    Other Charging articles


      Taking control: How to set a successful pricing model

      In the third and final article in PA's 'empowering your business' series, Andy Coleman considers how to create a successful pricing model...

      Professional Adviser | 12 Jan 2015 | 14:32

      Clients ‘unaware and unclear’ about ongoing services charges

      About two out of three financial advice clients receive ongoing services but only half understand what they are actually paying for, research from NMG has found.

      Professional Adviser | 16 Dec 2014 | 10:37

      Advice needs to be ‘commoditised’ to attract consumers - Unbiased

      Financial advice should be grouped by type of service and given price tags to break down the barriers consumers often face when shopping for it, Unbiased chief executive Karen Barrett has suggested.

      Professional Adviser | 16 Dec 2014 | 07:59
      No more snowflakes why enterprise application design needs to change in the age of cloud

      Advisers brace for income cold snap

      The festive period is predictably slow for advised business, but research suggests the drop in income can be significant.

      Professional Adviser | 12 Dec 2014 | 10:08

      'Ludicrous': Consultant savages Vanguard value-of-advice research

      Advisers could be worth up to 3% a year in net returns to clients, compared to what they could achieve on their own, according to research by Vanguard Asset Management. But the figures don't add up, says Clive Waller...

      Professional Adviser | 09 Dec 2014 | 12:08

      Unbiased: Hourly advice fees drop 14% to pre-RDR levels

      Hourly rates charged by advisers have fallen by 14% over the last year, research by adviser search website Unbiased suggests, putting rates in line with those charged before the Retail Distribution Review (RDR).

      Professional Adviser | 10 Nov 2014 | 10:23

      HSBC to review pension transfers following FOS trail ruling

      HSBC is to review historical pension transfer cases to see if it is earning trail income for ongoing advice it is not delivering.

      Professional Adviser | 16 Oct 2014 | 13:35

      HSBC ordered to refund trail commission to retiree

      Banking giant HSBC has been told to return the trail commission it took from a retiree for ongoing pensions advice it never delivered.

      Professional Adviser | 13 Oct 2014 | 07:45

      Old Mutual Wealth scraps drawdown fee and minimum investment charge

      Old Mutual Wealth is removing the annual pension drawdown fee and scrapping the current minimum charge on its platform in order to simplify its charging structure.

      Professional Adviser | 09 Oct 2014 | 11:08

      From accountant to adviser: PA award winner Adam Katten's road to success

      Nicola Brittain talks to NLP Financial Management's managing director about his non-traditional route into the advice industry...

      Professional Adviser | 02 Oct 2014 | 12:57

      A rival to Nutmeg? Under the bonnet of Hargreaves' D2C discretionary service

      Hargreaves Lansdown is taking aim at the low-end direct-to-consumer (D2C) discretionary market after announcing plans to unveil a portfolio management service in 2015 with a minimum investment below £10,000.

      Professional Adviser | 03 Sep 2014 | 12:37

      Passive price war: Five of the most expensive UK equity trackers

      The price war in the passive space continues to rage but some providers are refusing to play ball, offering trackers with fees as steep as active funds...

      Professional Adviser | 02 Sep 2014 | 16:10
      Vanguard logo

      Vanguard cuts charges on 25 funds as tracker price war hots up

      Vanguard is to cut charges on 25 UK and Irish-domiciled funds, including its LifeStrategy range, as it responds to recent price cuts from other providers in the tracker space.

      Professional Adviser | 28 Aug 2014 | 12:45

      IFP board director reveals charges for simplified advice business

      A simplified advice proposition its founder says is exhaustive enough to eliminate the need for face-to-face communication will charge clients about 1%.

      Professional Adviser | 26 Aug 2014 | 09:42

      FCA warns firms on 'self-defeating' transactions

      The Financial Conduct Authority (FCA) is reminding advisory businesses to beware "self-defeating transactions" when totting up the total charges clients are being asked to pay.

      Professional Adviser | 14 Aug 2014 | 09:40

      Investment Committee Insider: Good (and bad) adviser benchmarks for client portfolios

      Abraham Okusanya examines the adviser conundrum of benchmarking client portfolios...

      Professional Adviser | 12 Aug 2014 | 10:40

      Adviser charging: Life after ‘three-plus-a-half'

      An innovative charging structure can transform a business but adapting to a change in fees is not easy. Nicola Brittain talks to four advisers about the rationale behind their strategies

      Professional Adviser | 07 Aug 2014 | 12:19


    Will the FCA's ‘second line of defence’ save retirees from bad outcomes?