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Your profession

Adviser tips

Why is this advice marked 'not clear'? Re-thinking compliance

Susan Jordan, director at consultancy The Phil Billingham Partnership, on why the world of compliance checking needs an overhaul...

clock 05 March 2014 •

Technology

Ten things you didn't know you could do on FE Analytics

Ten things you didn't know you could do on FE Analytics

clock 05 March 2014 • 5 min read

Your profession

Paraplanner of the Year Neil Wortham: What do we do? We serve and protect

Paraplanner of the Year Neil Wortham: What do we do? We serve and protect

clock 05 March 2014 •

Adviser tips

Compliance service for financial planning firms launched

A compliance service designed for financial planning firms has been launched.

clock 05 March 2014 •

Your profession

Legal & General profits jump 10% as war chest swells

Legal & General (L&G) has reported a jump in pre-tax profits as it eyes the acquisition trail following its purchase of Cofunds last year.

clock 05 March 2014 •

Your profession

Invesco sales trio exit to join Woodford

Members of Invesco Perpetual's sales team have left the business in order to join Neil Woodford's new venture, Investment Week understands.

clock 04 March 2014 •

Regulation

FCA uncovers bank sales incentive risks for investment and protection

All the major retail banks and most medium-sized and smaller firms have made "significant" changes to their sales incentive schemes, but concerns over enticements linked to bank investment and protection sales remain, the Financial Conduct Authority (FCA)...

clock 04 March 2014 •

Pensions

Phoenix Life racks up 400 ombudsman complaints

Phoenix Life attracted more than 400 complaints in the final six months of last year, according to latest data from the Financial Ombudsman Service (FOS).

clock 04 March 2014 •

Pensions

Standard Life may ban workplace pension adviser charging

Standard Life is investigating placing a ban on adviser charging in connection with workplace pensions following discussion with the Financial Conduct Authority.

clock 03 March 2014 •

Your profession

Five things clients will call you about this week

It's our weekly heads-up on the articles your clients may have read in the national newspapers over the weekend...

clock 03 March 2014 •
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