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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Investment

Are we making the same old mistakes on pension switching?

Snow bound a couple of weeks ago, I set to musing about the FSA's paper on pension switching advice and the recently issued suitability assessment template.

clock 25 February 2009 •

Protection

Friends Prov CI claims declined due to definition up

The number of critical illness claims (CICs) declined at Friends Provident due to the illness not meeting the definition rose in 2008, results show.

clock 25 February 2009 •

Mortgages

Warning over self-cert misselling

Claims management firm Cartel Client Review has warned that the misselling of self-certification mortgages is set to spark the next wave of controversy in the financial services arena.

clock 24 February 2009 •

Economics / Markets

Dow up despite record consumer confidence low

The Dow is marginally up despite US consumer confidence plummeting to its lowest ever.

clock 24 February 2009 •

Mortgages

Trigold offers free software trial

Trigold is offering a free two-month trial of its sourcing software to users of Mortgage 2000's Encore system, after the latter announced it would be exiting the sourcing market.

clock 24 February 2009 •

Investment

Royal Mail pensions 'could be cut in half'

Members of the Royal Mail Pension Fund could see their benefits slashed by 50% if plans to privatise part of the company are not pursued, the trustees warn.

clock 24 February 2009 •

uncategorised

Vision extends financial services offering

Vision Network is offering to include investments and pensions via the Crytal's new Momentum Financial Planning software.

clock 24 February 2009 •

Investment

Personal Accounts to cost employers £3bn per year

Personal Accounts will cost UK businesses almost £3bn each year after 2012, according to consultancy firm, Mercer.

clock 24 February 2009 •

Your profession

Adviser ISA transfer kit launched

Clerical Medical has launched an ISA transfer kit in its latest bid to help advisers manage their clients' investments more simply.

clock 24 February 2009 •

Offshore Investment

Offshore savings rates drop 1.7%

The average rate of interest paid on Euro offshore savings accounts has plummeted 1.71% to 1.85% in the past three months, according to Investec Bank (Channel Islands).

clock 24 February 2009 •
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