After years shouting from the sidelines, industry veteran Alan Lakey tried to shake up the Association of Professional Financial Advisers (APFA) from the inside. On the body's 15 year anniversary, he details his struggle...
Highclere Financial Services senior partner Alan Lakey has left his position as a member of the Association of Professional Financial Advisers (APFA) council as he felt his voice "did not get heard".
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A 74-year-old IFA has put his retirement plans on hold to contest a £250,000 mis-selling case levelled by a claims management company (CMC) - relating to advice given almost a quarter of a century ago.
An adviser has hit out at platform FundsNetwork for refusing to re-register a client's investments to a rival platform because the value of the transfer was less than £40,000.
Advisers have criticised the Ministry of Justice (MoJ) for failing to protect firms from invalid mis-selling cases levelled by claims management companies (CMCs).
An outspoken critic of the new qualification requirements for advisers has revealed he considered 'passporting' his business into the UK from Dublin in a bid to bypass the rules.
Adviser Alliance is looking to take on new directors in a bid to move the organisation to a “new level” where it can challenge the remit of the FCA.
Smaller mutual societies could disappear due to the increasing burden of regulatory costs, Exeter Family Friendly has warned.
Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.
I have a client making a claim on a critical illness (CI) policy. The provider is suggesting they take a lump sum payment rather than the family income benefit (FIB) they originally bought. I realise there are various arguments for each side, but what would be the one that swings it toward FIB?
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