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Your profession

Wrap/platforms

Why the platform price war is causing a headache for advisers

How the platform price war is affecting advisers

clock 10 July 2014 • 8 min read

Regulation

FOS uncovers more bad Harlequin advice

The Financial Ombudsman Service (FOS) has uncovered two more cases where self-invested personal pension (SIPP) investors in troubled unregulated overseas property scheme Harlequin received poor advice.

clock 09 July 2014 • 3 min read

Technology

Mark Loosmore on the RDR: Demonstrating value 18 months on

With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.

clock 08 July 2014 • 3 min read

Regulation

Chase de Vere cuts losses; makes £4m UCIS provision

National IFA Chase de Vere managed to claw its way back towards the black last year, but has been forced to set aside millions to deal with complaints from unhappy clients.

clock 08 July 2014 • 2 min read

Economics / Markets

BCC warns 'hasty' rate rise could derail recovery

The British Chambers of Commerce (BCC) has warned the government against "prematurely" raising interest rates as its latest quarterly economic survey suggested challenges remain for the UK's recovery.

clock 08 July 2014 • 2 min read

Pensions

Head to Head: Should a permitted investment list be reinstated for SIPP providers?

Should a permitted investment list be reinstated for SIPP providers?

clock 07 July 2014 • 6 min read

Your profession

Adviser noticeboard (7-11 Jul)

Your weekly heads-up on events, jobs, people moves and other bits for professional financial advisers...

clock 07 July 2014 • 3 min read

Regulation

FCA confirms fees for advisers; will not reimburse 'overcharged' fees

The Financial Conduct Authority (FCA) has confirmed advisers' regulatory fees for the next year will be £68m - a near-19% reduction on last year, in its latest policy statement.

clock 07 July 2014 • 2 min read

Regulation

FCA beefs up competition team by 30 staff in one year

The Financial Conduct Authority (FCA) has increased its competition team by 30 staff in the last year, as it prepares to step up its competition investigations and market studies, according to FCA figures obtained by financial services regulatory consultancy...

clock 07 July 2014 • 2 min read

Tax Planning

Bare trusts: A halfway house for tax planning

Jeremy Passmore illustrates the benefits of a trust where ownership for tax lies with the beneficiary

clock 04 July 2014 • 5 min read
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