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Your profession

Your profession

'It all started going wrong': Former Sesame adviser on why he was leaving anyway

Clive Balchin had been with Sesame for 18 years but an ever more stringent approach to compliance pushed him to hand in his notice - just days before the group announced it was shutting its investment network.

clock 22 April 2015 •

Your profession

The Good Life? Why advisers need to grow their own

The Good Life? Why advisers need to grow their own

clock 21 April 2015 •

Your profession

Openwork rolls out scheme to take advisers to Chartered

Zurich-backed network Openwork has launched a training programme to help its advisers attain QCF Level 6 qualifications and the Chartered Financial Planner designation.

clock 21 April 2015 •

Regulation

SNP targets 'unfair, hidden' pension fees in manifesto

Eliminating "hidden" pension charges will be a target for the Scottish National Party (SNP) following next month's general election, it has pledged in its manifesto.

clock 21 April 2015 •

Regulation

Dear new PM: Five IFAs' election wishes

Five IFAs' election wishes

clock 21 April 2015 • 5 min read

Investing in the profession

Consolidator mandates QCF Level 6 and doubles adviser CPD

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

clock 21 April 2015 •

Your profession

BCC lambasts party leaders for 'tactical headline chasing'

The British Chambers of Commerce (BCC) has accused political party leaders of making "lazy assumptions" and relying on "populist statements, not economic common sense" in their campaigning.

clock 21 April 2015 •

Your profession

Sesame to shut Financial Adviser School

Sesame plans to shut its Financial Adviser School as part of its wider restructuring, it has said in its latest letter to advisers.

clock 21 April 2015 •

Regulation

APFA joins chorus call for 'insistent' client safeguards on pension planning

The Association of Professional Financial Advisers (APFA) has called on the regulator to issue clear guidelines on adviser liability when handling pension transfers involving 'insistent' clients.

clock 20 April 2015 •

Your profession

Adviser noticeboard: This week's events, hires (and a joke)

This week's events, hires (and a joke)

clock 20 April 2015 •
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