Professional Adviser

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Armchair Critic: The Ken and I

The first rule of customer service

Capita makes £37m provision ahead of Connaught investigation
Local authorities do not understand benefits of advice in care planning, FCA is told
Meet the Adviser Champions: Morningstar's Dan Kemp
Ex-IFP chief to advise PFS financial planning panel

News continued

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Regulation

Capita makes £37m provision ahead of Connaught investigation
Local authorities do not understand benefits of advice in care planning, FCA is told
Scam fears prompt new parliamentary inquiry into pension freedom
FCA: More investigations under MiFID II won't mean more resources
MiFID II '10%' rule deadline looms
Pressure builds on platforms for urgent solutions to MiFID II '10% rule'

As January 2018 deadline looms

Your Profession

MEET THE ADVISER CHAMPIONS

Retirement

OMW and CII launch DB transfer training programme for advisers

In response to FCA crackdown

Scam fears prompt new parliamentary inquiry into pension freedom
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Mike Morrison: Needs and objectives
TPAS sees customer costs fall, engagement levels rise
CISI DB transfer qualification gains FCA approval

Protection

Investment Influencers

Opinion

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Armchair Critic: The Ken and I
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Mike Morrison: Needs and objectives
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Tim Sargisson: The real key to your business's sustainability
Paul Yates: Why wealth managers should think again about protection
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David Chan: Growing old (dis)gracefully

Healthcare as an investment theme

Investment

Albert Edwards
SocGen's Edwards: BoE monetary policy's 'new level of schizophrenia'

Warning of consumer credit bubble

Fed chair Janet Yellen
Fed plans October start for 'gigantic' balance sheet reduction
UK equities and markets
Sentiment towards UK equities dives to 18-month low
Peter Toogood
Peter Toogood: Fund groups know the writing is on the wall
M&G plans to amend the investment restrictions on its Global Basics fund
M&G to rename £2.1bn Global Basics fund and widen investment universe

Tax planning