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Your profession

Adviser tips

Surprise surprise: Auto-enrolment is about to get personal

Auto-enrolment is about to get personal

clock 26 May 2015 •

Your profession

Saga Investment Services hires MD for financial planning push

Saga Investment Services, the recently launched financial planning business, has appointed Nicola Audhlam-Gardiner as managing director.

clock 26 May 2015 •

Retirement

25 names for your paraplanner's indie band (plus song lyrics)

25 names for your paraplanner's indie band (plus song lyrics)

clock 22 May 2015 •

Charging

Retirees set advice threshold at £100k savings

Most people would want to save at least £100,000 into a pension before seeking regulated financial advice on their options, but many plan to self-manage their pots, according to research.

clock 22 May 2015 •

Technology

FCA: We're primed for robo-advice

The Financial Conduct Authority (FCA) has laid the groundwork for firms to come to market with ‘robo-advice' models, its director of strategy and competition Chris Woolard has suggested.

clock 22 May 2015 •

Regulation

Adviser rep to help shape troubled MAS' future

Association of Professional Financial Advisers (APFA) director general Chris Hannant and former Association of British Insurers (ABI) boss Otto Thoresen have been named on a panel tasked with helping shape the future of the Money Advice Service (MAS)....

clock 21 May 2015 •

Regulation

Disgraced adviser working as IFA to expats

An adviser fined and banned by the Financial Conduct Authority (FCA) for recommending unsuitable investments to lower income clients is working as an adviser to expatriate clients in Dubai and the Middle East.

clock 21 May 2015 •

Your profession

Military precision: Winning the battle for the best graduates

"If you accept low quality, prepare for high casualties"

clock 21 May 2015 •

Regulation

FCA misses voluntary customer service targets after enquiries hike

The Financial Conduct Authority (FCA) helpline has failed to achieve its voluntary targets for servicing enquiries from firms after being hit by increased demand for help with consumer credit and AIFMD.

clock 21 May 2015 •

Regulation

Adviser fraudster victim in HSBC compensation fight

A victim of convicted fraudster financial adviser Chris Bladen is fighting banking giant HSBC for compensation, alleging the bank failed to recognise he 'forged' signatures on his account.

clock 21 May 2015 •
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