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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Your profession

Scottish Life helps clients with larger pension pots

Scottish Life has altered the charging structure of Pension Portfoilo, its individual personal pension product, making it more competitive for larger pension funds.

clock 09 April 2009 •

Your profession

FSA replaces Waters as retail policy head

The FSA has appointed current retail firms division director Sheila Nicoll to replace Dan Waters as head of retail policy.

clock 09 April 2009 •

Technology

Adviser independence worry over platforms use

A total of 70% of advisers believe using a single platform will not jeopardize their independent status but a quarter still need to be convinced, according to Defaqto's annual review of the UK platform and wrap market.

clock 09 April 2009 •

Offshore Investment

IFAs launch defence following Govt Icelandic attack

IFAs have hit back at Treasury Committee claims that advice given to clients with money deposited with Icelandic banks in the run-up to their collapse in October was not good quality.

clock 09 April 2009 •

Mortgages

Sesame hosts adviser mortgage events

Sesame is embarking on Mortgage Extra Live, its latest round of regional mortgage events for advisers, which will focus on business development and diversifying into new product areas.

clock 09 April 2009 •

Investment

Women earn 60% less than men in finance - report

Women working in the finance sector are earning up to 60% less than their male colleagues, an equalities report suggests.

clock 09 April 2009 •

Your profession

Estate planners seek IFA team of the year

The Society of Trust and Estate Practitioners (STEP) has added an IFA Team of The Year award to its private client awards ceremony.

clock 09 April 2009 •

Your profession

PFS unveils IFA diploma study groups

The Personal Finance Society (PFS) is rolling-out a series of regional study groups to help its members prepare for the Diploma in Financial Planning exams.

clock 09 April 2009 •

Offshore Investment

IoM set to present SoA case to high court

The Isle of Man Treasury will today present a finalised Scheme of Arrangement (SoA) to the high court hearing into the collapsed Kaupthing Friedlander & Singer Isle of Man (KSFIOM) bank.

clock 09 April 2009 •

Mortgages

BoE freezes rates at 0.5%

The Bank of England has kept interest rates at 0.5% today after six months of consecutive cuts.

clock 09 April 2009 •
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