professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Author profile

Katrina Lloyd

Katrina Lloyd

Editor-in-chief

Katrina Lloyd has been editor of Investment Week since October 2011. Prior to this, she was editor of sister Incisive titles ifaonline.co.uk and Professional Adviser magazine (now combined into professionaladviser.com). Katrina started her journalism career at fundstrategy magazine.

Follow

Articles by Katrina Lloyd

US

Things we can't learn from the US

There seem to be a lot of areas where the UK financial services industry is all too keen to hop over the Pond and see what our American cousins have been doing.

clock 18 November 2010 •

Wrap/platforms

FSA to issue separate platform disclosure paper

The FSA plans to publish a separate consultation paper on how platforms should disclose their charging structures, including fund manager rebates, on top of its second consultation document in February.

clock 17 November 2010 •

Wrap/platforms

Blog: Are we clearer on independence and platforms?

After months of procrastination and frantic lobbying behind the scenes, the FSA has finally unveiled its latest thinking on platforms.

clock 17 November 2010 •

Mortgages

FSA: Mortgage disclosure will focus on written and oral 'key messages'

The FSA has outlined plans to ensure key messages about the service mortgages intermediaries offer and their charging structures are clearly given to clients, including oral disclosures for some advice streams.

clock 16 November 2010 •

Mortgages

FSA proposes extending RDR labels to mortgage advisers

The FSA is planning to extend the 'restricted' and 'independent' labels to mortgage intermediaries.

clock 16 November 2010 •

Mortgages

BSA demands govt debates FSA mortgage plans

The BSA has called on the government to step in urgently to debate the future of the mortgage market.

clock 16 November 2010 •

Investment

Lansdown: I'd be a saver if it wasn't for Bristol City

Hargreaves Lansdown co-founder Stephen Lansdown, who last month pocketed £58m after selling a 3% stake in the firm, says he would be a saver if it wasn't for his commitments as owner of Bristol City football club.

clock 15 November 2010 •

Investment

OPM readies model portfolio range

OPM Fund Management has been running paper versions of a nine-strong risk-rated model portfolio range, which it hopes to begin rolling out to advisers in the first half of 2011.

clock 12 November 2010 •

Your profession

Call for FSA successor to split consumer and markets arms

Supervision of markets should be separated from consumer protection following the split up of the FSA in 2012, urges the Financial Reporting Council.

clock 12 November 2010 •

Your profession

Fresh call for long-stop to boost investment in IFA sector

Sesame Bankhall's MD of distribution is urging the FSA to back down on its decision not to introduce a 15-year long-stop on complaints, or face losing much needed corporate investment into the shrinking IFA sector.

clock 11 November 2010 •
555657
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad