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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Technology

Online Finance Awards 2008 winners revealed

Scottish Widows scooped the website of the year gong at last night's ninth annual Online Finance Awards.

clock 20 November 2008 •

uncategorised

HMRC confirms second offshore tax trawl

HM Revenue & Customs has confirmed the launch of a second offshore campaign in 2009 designed to collect unpaid tax in offshore accounts, according to the BBC.

clock 20 November 2008 •

Investment

FTSE nursing huge loss in global sell-off

London's markets saw a major sell-off in late trading as investors digested a wealth of bad news in the retail sector.

clock 20 November 2008 •

Your profession

Positive Solutions seeks IFA apprentices

Positive Solutions is seeking nominations from Partners for candidates who want to become qualified IFAs, as part of their Apprenticeship Scheme.

clock 20 November 2008 •

Your profession

IFA bids to scrap written suitability reports

An IFA is seeking clarification from the FSA over whether he can stop writing suitability reports and instead send clients a recorded conversation of their meeting.

clock 20 November 2008 •

Investment

Pension funds slash equity exposure by 10%

Pension funds have reduced their equity exposures by almost 10% in 2008, according to research by the National Association of Pension Funds (NAPF).

clock 20 November 2008 •

Investment

Public must be encouraged to save - Pensions Minister

Reminding the public of the importance of pension savings, even in an economic downturn, is the biggest challenge facing the pensions industry, according to the Pensions Minister.

clock 20 November 2008 •

Investment

Association launched for advisers with own OEICs

A professional association has been formed for IFAs, financial planners and wealth managers that have established their own OEICs.

clock 20 November 2008 •

Your profession

Over 3000 IFAs download TCF report

Over 3000 IFAs have downloaded the JPMorgan Asset Management (JPMAM) Treating Customers Fairly report, in a bid to be compliant before the December deadline.

clock 20 November 2008 •

Your profession

Adviser fury at RDR attendance fee

Financial advisers are abandoning next week's crucial RDR conference after being charged up to £300 to attend the event.

clock 20 November 2008 •
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