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Author profile

John Bakie

Articles by John Bakie

RDR

Advisers were inspiration for RDR - Mann

The RDR is not to blame for the challenges now facing the advice sector, Skandia says, with the inspiration for change coming from advisers themselves.

clock 01 October 2009 •

Your profession

Meet the paraplanner: Martin Vaughan

Not many choose to become paraplanners after being advisers. Martin Vaughan did...

clock 01 October 2009 •

With Profits

Aviva finalises £1.25bn reattribution

Aviva has completed the reattribution of its inherited estate, worth £1.25bn to with-profits policyholders.

clock 01 October 2009 •

Your profession

Execution-only firms form lobby group

Execution-only brokers have formed a new trade body in response to the under-representation of non-advised sales in the RDR.

clock 01 October 2009 •

Economics / Markets

Afternoon Markets: FTSE heralds record-breaking quarter

The FTSE 100 has experienced its best ever quarter, posting the biggest three-month gains in its 25-year history.

clock 30 September 2009 •

Your profession

2,000 and counting...James Hay email spam glitch continues

Advisers fear they may be missing important queries from clients as emails from James Hay continue to flood their inboxes following a technical glitch that remains unfixed after five days.

clock 30 September 2009 •

Protection

UK insurers needed overseas help to beat recession

UK insurers managed to shrug off the worst of the recession because of continued demand from outside the UK for their products, the Association of British Insurers (ABI) says.

clock 30 September 2009 •

Regulation

Capita updates client care adviser tool

Capita Financial Software has launched an updated version of its Client Care Desktop (CCD) tool to address the developing requirements of financial advisers.

clock 30 September 2009 •

Your profession

UK recovery at risk from credit shortfall - papers

Economic recovery in Britain will be slowed down by a possible credit shortfall of £180bn next year caused by the weakness of the banking sector and the state budget deficit, the International Monetary Fund (IMF) warned today.

clock 30 September 2009 •

uncategorised

Personal Accounts a 'scandal waiting to happen' - Matthews

The Personal Accounts scheme is a "scandal waiting to happen" and places the pensions industry at risk of giving bad advice, Trevor Matthews says.

clock 30 September 2009 •
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