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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Investment

Bancassurers to give 'orphaned' IFA clients a home

Bancassurers will provide a home to "orphaned" IFA customers in the wake of changes to sales and advice categories proposed in the Retail Distribution Review (RDR), HBOS Financial Services says.

clock 20 March 2009 •

Investment

Effective default 'crucial' for auto-enrolment - IMA

Setting up an effective default fund investment strategy will be a crucial step in ensuring auto-enrolment works for everyone, the Investment Management Association (IMA) says.

clock 20 March 2009 •

Investment

Fears FSA may scare IFAs away from pension transfers

The burden of regulation could scare adviser firms away from providing their clients with pension transfer advice, experts warn.

clock 20 March 2009 •

Your profession

Brother of ex-Arsenal 'keeper helps IFA launch celebrity arm

An IFA firm is launching a dedicated division to manage the financial affairs of sports personalities and entertainers, with the help of Mike Lukic, brother of former Leeds United and Arsenal goalkeeper John Lukic.

clock 20 March 2009 •

Investment

NU in firing line for misleading quotes

Norwich Union (NU) has come under fire for providing incorrect material in up to 30 pension quotes it issued to advisers.

clock 20 March 2009 •

Offshore Investment

Call for offshore depositors to gain full access to onshore accounts

Action groups fighting for compensation for depositors hit by the collapse of Kaupthing and Lansbanki have call for an investigation into the availability of onshore bank accounts for crown dependency residents.

clock 20 March 2009 •

Technology

2Plan unveils novation help tool

National IFA 2Plan Wealth Management has launched a tool designed to help new recruits with client novation.

clock 20 March 2009 •

Offshore Investment

Landsbanki expat group lobbies G20 over 'unsafe' Guernsey

Over 100 expat Landsbanki Guernsey depositors have joined forces to raise awareness of "unsafe" Guernsey and their lost savings to the G20 nations.

clock 20 March 2009 •

Offshore Investment

Best of the web: New whistleblower claims over £1bn Barclays tax deals

Further detailed allegations about tax avoidance schemes set up by Barclays Bank emerged from whistleblowers who said the bank made close to £1bn profit a year from a series of elaborate deals.

clock 20 March 2009 •

Offshore Investment

Movers and shakers

Here we list who has moved where in another busy week in the offshore sector.

clock 20 March 2009 •
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