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Author profile

Scott Sinclair

Scott Sinclair

Scott has been editor of Professional Adviser since 2010.

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Articles by Scott Sinclair

RDR

FSA: New pension transfer exam standards can be met with CPD

Practicing financial advisers will not have to sit further examinations if the FSA increases the qualification standards for pension transfers.

clock 07 September 2011 •

Individual Protection

Blog: Social media will generate new business…eventually

Join Twitter if you want honest client feedback

clock 07 September 2011 •

Regulation

FOS complaints...condensed (guess the percentage against advisers)

The Financial Ombudsman Service (FOS) this week published its latest complaints data for individual financial businesses. Here are some of the stand-out stats...

clock 07 September 2011 •

Investment

Popular NS&I certificates withdrawn from general sale

National Savings & Investments (NS&I) today announced both its fixed interest savings certificates and index-linked savings certificates have been withdrawn from general sale - because they are attracting too much investment.

clock 07 September 2011 •

Economics / Markets

Leading economists call for coalition to ditch 50p rate

Capital Economics' Roger Bootle is among 20 of the UK's leading economists urging the coalition to drop the 50p tax rate, calling the top levy a "self-defeating" way for the Treasury to raise money because it risks driving away the nation's wealth creators...

clock 07 September 2011 •

Charging

Sheriar Bradbury: Massow's trail commission model may just work

Adviser Sheriar Bradbury says Ivan Massow may be on to something with his new commission refund business...

clock 06 September 2011 •

Tax Planning

Massow: Our pension commission refunds swerve HMRC rules

Entrepreneur Ivan Massow, fresh from launching his new venture which aims to refund 'unearned' trail commission to retail customers, said he is confident the process does not fall foul of HMRC tax rules where it involves pension plans.

clock 06 September 2011 •

Your profession

Family office FF&P launches financial planning unit

Multi family office Fleming Family & Partners (FF&P) has launched a wealth planning business for high net worth clients.

clock 06 September 2011 •

TCF

Lloyds group receives 207 complaints per day

The Lloyds group of companies, including Bank of Scotland and Lloyds TSB Bank, received more than 200 complaints per day in the first half of 2011, according to data published by the Financial Ombudsman Service (FOS).

clock 06 September 2011 •

Equities

Tuesday round-up: Lloyds bid, SFO probe, downgrade fears...

National Australia Bank is in talks with NBNK, the challenger bank run by former Northern Rock's former chief executive Gary Hoffman, over a merger of its UK operations as part of a bid for the 632 branches being sold by Lloyds Banking Group, plus other...

clock 06 September 2011 •
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