With news that one in five complaints received by the Pensions Ombudsman are attributed to pension transfers and that this number has doubled since 2007-08, it means that yet again the issues surrounding what constitutes sensible pension advice have come...
In an extract from their book Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services, Informed Choice's Nick and Martin Bamford explain how to develop client-centric propositions.
Sales of Scottish Widows and Clerical Medical products through IFAs dropped 29% in the first half of 2009, as the two providers operated as a combined business following Lloyds' official takeover of HBOS in January.
Keydata's administrators PwC spent 5,733 hours at a cost of over £2m, from being appointed on July 8 to July 20, trying to sort out the affairs of the collapsed structured products provider.
The Financial Times' David Stevenson
It was difficult to know what to expect when I started the Future Adviser Programme with Aviva. The programme is designed to promote the financial advice profession to university graduates, in anticipation of the current Retail Distribution Review.
Financial Planning tools are getting a lot of attention these days so I was looking forward to reviewing the ‘Grand Daddy' of them all - ‘Truth'- from Prestwood.
Capita Financial Managers (CFM) is suspending the collection of the AMC on the Arch Cru funds, which will have a knock on effect on trail commission paid to IFAs.
Andy Zanelli, head of professional edge technical sales at AXA Winterthur Wealth Management, says the importance of regular client reviews, particularly in the current economic conditions, cannot be over-emphasised.
The flight to safety which began in mid-September last year has now come to an end, according to the government-backed National Savings and Investments(NS&I).