Adviser noticeboard (14-18 Apr)

Professional Adviser | 14 Apr 2014 | 15:26

Our weekly round-up of the key product launches, charging tweaks, people moves and events for financial advisers...


Adviser masterclass: How to explain fees to clients

Rebecca Jones investigates how advisers can satisfy the regulator while keeping things as simple as possible when explaining fees and charges to clients...

Professional Adviser | 14 Apr 2014 | 15:24

Aviva CI to pay out on all heart attacks

Aviva has enhanced its heart attack definition on new critical illness (CI) policies to pay out on the diagnosis of a heart attack regardless of severity.

Professional Adviser | 14 Apr 2014 | 12:42

Other Protection articles


PFS endorses adviser product analysis tool from F&TRC

The Personal Finance Society (PFS) has given its backing to F&TRC's latest launch, Quality Analyser, which gives advisers free access to a market-wide comparison tool from 22 April.

IFAonline | 10 Apr 2014 | 08:16
clock striking twelve with pound sign

Not dancing yet: One adviser's caution over FCA long-stop promise

An adviser who has campaigned for the re-introduction of a long-stop on complaints against financial advisers reaching the Ombudsman has urged caution and patience after the Financial Conduct Authority (FCA) promised to revisit the issue.

Professional Adviser | 07 Apr 2014 | 22:22

Armchair Critic: You don't need to be Picasso to innovate

True innovation may seem beyond reach, but small changes can make big differences for advisory businesses, writes Brendan Llewellyn...

Professional Adviser | 07 Apr 2014 | 16:47


Yes, we know you love (we do too), but this is a brave new world for professional financial advice...

Professional Adviser | 07 Apr 2014 | 15:37

Royal London profits up on CIS acquisition and new business surge

Royal London's operating profits for 2013 were up to £346m, with new business accounting for £70m of the gains.

IFAonline | 01 Apr 2014 | 07:52

Call for Wheatley resignation after review 'blunder'

Martin Wheatley, the chief executive of the Financial Conduct Authority (FCA), is facing calls for his resignation after the regulator made an "extraordinary blunder" that hit insurers' share prices, according to reports.

IFAonline | 31 Mar 2014 | 07:26

FCA may have made 'extraordinary blunder', says Tyrie

The Financial Conduct Authority (FCA) may have made an 'extraordinary blunder' in allowing market sensitive information about its work to reach the public domain ahead of schedule, thereby creating a disorderly market in shares, Treasury Select Committee (TSC) chairman Andrew Tyrie said on Saturday.

IFAonline | 29 Mar 2014 | 14:16

Lawyers called in to investigate FCA handling of closed policy probe

The Financial Conduct Authority (FCA) board has called in lawyers to investigate the regulator's handling of the revelation it is to examine the fair treatment of "long standing" customers in life insurance products, a revelation which sparked huge losses in some insurers' share prices on Friday.

IFAonline | 28 Mar 2014 | 21:51

Aviva: FCA closed policies probe to have 'minimal' impact on profits

Aviva has played down the potential impact on its bottom line of a regulatory probe into the closed life insurance policy market.

IFAonline | 28 Mar 2014 | 16:53

FCA clarifies probe into closed product exit fees, Ts&Cs

The Financial Conduct Authority (FCA) has clarified the scope of its investigation into how customers in 'closed' life company products are being treated, indicating it will not review sales practices or necessarily act on exit fees.

IFAonline | 28 Mar 2014 | 14:46

Closed life probe: Why the RDR journey can’t end here

The RDR journey has come to a grinding (unsatisfactory) halt, writes Ed Dymott. Here he explains how the FCA's plan to probe the closed life market could help get the magical mystery tour back on track...

IFAonline | 28 Mar 2014 | 12:35

Resolution and peers plunge as FCA plans zombie fund probe

Shares in Resolution and peers tumbled today following reports the Financial Conduct Authority (FCA) is to probe 30 million legacy insurance policies.

IFAonline | 28 Mar 2014 | 10:32

FCA to investigate 30 million financial policies

The Financial Conduct Authority (FCA) is to investigate about 30 million insurance company policies over concerns that customers are subject to "unfair" conditions.

IFAonline | 28 Mar 2014 | 07:48

LTC: A nudge in the right direction?

Should financial health checks and care accounts become part of the long-term care market? Fiona Murphy looks at alternative recommendations for funding.

IFAonline | 21 Mar 2014 | 11:42

Four weddings and a funeral: The unseen side of financial advice

Advisers shy away from talking about them, but the services they don't advertise on their business cards are often the ones clients value most. Laura Miller and Carmen Reichman uncover the unseen side of the advisory profession

IFAonline | 20 Mar 2014 | 15:20

Cowdery and Tiner to step down from Resolution board as restructure completes

Clive Cowdery, founder of The Resolution Group, and John Tiner, its CEO, have announced they will not stand for re-election as non-executive directors of the group at May's annual general meeting.

IFAonline | 18 Mar 2014 | 07:15

Ageas Protect enters relevant life cover market

Ageas Protect has entered the relevant life insurance market with the launch of an individual proposition.

IFAonline | 17 Mar 2014 | 21:23


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