Alan Lakey

Retiring IFA pursued by claims firm over 23-year-old case

IFAonline | 26 Jun 2012 | 15:45

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.

A penny-saving jar for pensions
alan-lakey

MoJ to meet adviser over claims manager concerns

The Ministry of Justice (MoJ) is meeting an IFA to hear his concerns over claims management companies (CMC) after he said they were unfairly targeting adviser firms.

IFAonline | 17 May 2012 | 13:00
lakey-alan-co

Adviser hits out at FundsNetwork over re-reg limit

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.

IFAonline | 17 Apr 2012 | 10:15

Other Alan Lakey articles

alan-lakey

Claims managers pursuing IFAs over ‘unfounded’ cases

Advisers have criticised the Ministry of Justice (MoJ) for failing to protect firms from invalid mis-selling cases levelled by claims management companies (CMCs).

IFAonline | 16 Apr 2012 | 12:20
Alan Lakey

Lakey launches critical illness website

Alan Lakey has launched a website in an effort to raise consumer understanding of critical illness products and help people compare different policies.

IFAonline | 22 Mar 2012 | 12:52
FSA chief executive Hector Sants

This week’s news… condensed

The pick of this week's articles on IFAonline...

IFAonline | 09 Mar 2012 | 13:31
alan-lakey

Judge rejects judicial review into long-stop

Lobby group Adviser Alliance has had its application for a judicial review into the absence of an industry long-stop rejected – but has vowed to continue the fight for a time-bar on complaints.

IFAonline | 05 Mar 2012 | 12:35
Alan Lakey

Adviser ends passporting interest over agency fears

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.

IFAonline | 05 Jan 2012 | 08:00
Alan Lakey

Adviser lobby group recruiting for directors to take on FCA

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.

IFAonline | 20 Dec 2011 | 12:29
gill-cardy

Cardy: United voice for advisers is a fallacy

The head of a newly-launched adviser trade body to rival AIFA has rejected industry calls for a “united voice”.

IFAonline | 16 Nov 2011 | 11:59
cover-websize-85

Regulation could drive mutuals 'out of existence' - Exeter

Smaller mutual societies could disappear due to the increasing burden of regulatory costs, Exeter Family Friendly has warned.

Cover | 17 Oct 2011 | 15:21
income-protection

Insurance Week - what did you miss?

Last week, COVER's sister title Mortgage Solutions examined the key issues in the protection industry, with insight and analysis from experts across the sector.

Cover | 10 Oct 2011 | 15:47
Samsung Chromebook keyboard

Provider systems must support clients post sale - advisers

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.

Cover | 04 Oct 2011 | 12:42
deepak03

Anti-compulsion voices "defeatist" - PruProtect

PruProtect has called critics of its desire for protection to be made compulsory as being “defeatist” and argued that the need is “very clear”.

Cover | 13 Sep 2011 | 15:01
image-of-father-and-son-using-laptop

Risk Clinic: FIB on critical illness

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?

Cover | 12 Sep 2011 | 15:22
p41-mark-jones

LV= releases plain English CI definitions guide

LV= has produced a plain English guide offering simplified explanations for advisers to use when explaining critical illnesses (CI) to clients.

Cover | 03 May 2011 | 12:11
peter-le-beau-1

Market views: The FCA's view of future regulation

Can you see a change in focus for the FSA’s replacement, following its renaming to the Financial Conduct Authority (FCA), rather than the previously suggested Consumer Protection and Markets Authority (CPMA)?

Cover | 13 Apr 2011 | 14:31
alan-lakey

IFA 20-year claim case reinvigorates long-stop campaign

Adviser Alliance is steaming ahead with plans to launch a judicial review into the lack of a long-stop after an IFA lost a case relating to a 20-year claim.

IFAonline | 04 Mar 2011 | 11:15
marketing-pensions

Advisers ready to tackle ‘devilishly difficult’ ECJ ruling

Advisers are preparing immediate mail-outs to clients to warn them of the impact of today's ECJ ban on gender-based insurance pricing.

IFAonline | 01 Mar 2011 | 12:00
alan-lakey

Lakey hits back at AIFA chief's 'pressure group' remarks

Alan Lakey, founder of IFA lobby group Adviser Alliance, has hit back at comments made by new AIFA director general Stephen Gay on "shouting" anti-RDR pressure groups.

IFAonline | 01 Feb 2011 | 11:00

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