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Author profile

Carmen Reichman

Carmen Reichman

Carmen joined Professional Adviser in May 2013 following a brief stint on a private equity title. She specialises in regulation, and covers the networks and nationals patch.

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Articles by Carmen Reichman

Wrap/platforms

Dispelling the myth: Why I don't use platforms

I can hear the crucifix being erected but hear me out

clock 10 June 2015 •

Income

Majority lose £19k by shunning state pension deferral, research

The vast majority of people do not defer taking their state pension, despite most being financially able to do so, losing out on as much as £19,000 extra retirement cash, according to research by Fidelity.

clock 10 June 2015 •

Income

Blog: Advisers must not be the pensions freedom 'fall guys'

Advisers are once again being lined up to take the blame

clock 09 June 2015 •

Your profession

IFP Paraplanner of the Year award opens for entries

The Institute of Financial Planning's (IFP) Paraplanner of the Year competition has opened for entries.

clock 09 June 2015 •

Your profession

Succession snaps up adviser for £2.9m

Adviser consolidator Succession group has bought DNG Financial Solutions, its fourteenth member firm buyout en route to a target of 50 firms by end 2017.

clock 08 June 2015 •

Regulation

Regulator consults on widening SIPP 'standard assets' list

The Financial Conduct Authority (FCA) is consulting on widening the definition of 'standard assets' for providers of self-invested personal pensions (SIPP) to cut the cost of incoming capital adequacy requirements.

clock 08 June 2015 •

Regulation

FCA unveils three step process to deal with insistent clients

The Financial Conduct Authority (FCA) has published a paper clarifying its stance on how advisers will be held liable when dealing with insistent clients.

clock 08 June 2015 •

Your profession

Sanlam buys 20% stake in Caerus network

Wealth manager Sanlam UK has bought a 20% stake in the Caerus network alongside the firm's entire asset management business.

clock 05 June 2015 •

Adviser tips

Clients want contact 11 times a year - survey

The best communication strategy for advisers to keep clients happy is to contact them 11 times a year, according to a survey which tracked client satisfaction.

clock 04 June 2015 •

Your profession

Beaufort hires distribution manager for expansion drive

Wealth manager the Beaufort group has poached Sanlam head of partnerships Oliver Couchman to head its distribution team.

clock 04 June 2015 •
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