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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Your profession

CII predicts IFA apprenticeship boom

The Chartered Insurance Institute (CII) says 2009 will be "a breakthrough year" for apprenticeships in the insurance and financial advice sectors.

clock 04 February 2009 •

Protection

The mysterious missing case studies

O case study, case study, wherefore art thou case study? Our industry has millions of satisfied policyholders, so why do we continually draw a blank when asked to find some of them?

clock 04 February 2009 •

Your profession

Reeve sees decline of directly-authorised IFAs

The appeal of being a directly-authorised (DA) adviser is "evaporating fast", national IFA Positive Solutions says.

clock 03 February 2009 •

Mortgages

Tenant demand still strong - Paragon

Tenant demand remains strong with more than a third of landlords reporting growing demand for their property, the latest Private Rented Sector Trends report from Paragon Mortgages suggests.

clock 03 February 2009 •

Mortgages

Govt liquidity scheme take-up topped £185bn - BoE

The Bank of England has revealed the use of its Special Liquidity Scheme (SLS) was considerable, with a total of £185bn of Treasury Bills issued in exchange for high quality mortgage-backed and other securities.

clock 03 February 2009 •

Multi-manager

Hargreaves Lansdown multi-manager bond fund launch

Hargreaves Lansdown is launching a multi-manager Strategic Bond fund seeking out high yields from a range of bond vehicles.

clock 03 February 2009 •

Protection

Report forecasts insurance M&A drive

The economic downturn will lead to increased M&A activity in the insurance sector, but job losses will be minimal compared with other markets, a report suggests.

clock 03 February 2009 •

Investment

IFAs urged to outsource capital management

Advisers should outsource capital management so they can focus on pure advice in today's volatile market, Oval Financial Services says.

clock 03 February 2009 •

Investment

New with-profits members face 9% charge - Skandia

New investors in with-profits funds are facing a 9p charge for every £1 invested in the funds, according to Skandia.

clock 03 February 2009 •

Your profession

SWIP launches online training resource

Scottish Widows Investment Partnership is launching an online training resource for IFAs.

clock 03 February 2009 •
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