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Your profession

Your profession

Creating your action focused marketing plan

clock 11 September 2015 • 4 min read

Regulation

Rory Percival: Paraplanning will not be regulated

Financial Conduct Authority (FCA) technical specialist Rory Percival has praised paraplanners for seeking to build a profession, but said the role should - and would - not be regulated.

clock 11 September 2015 •

Regulation

Advisers call on FCA to limit direct provider contact with clients

Advisers are calling on regulators to introduce rules restricting the contact product providers can have with their clients.

clock 11 September 2015 •

Your profession

Jelf Group acquired by insurance giant in £258m deal

Listed advice business Jelf Group has been bought out by insurance firm Marsh in a £258m deal.

clock 11 September 2015 •

Regulation

FSCS says tax claims relate to advice given in noughties

The Financial Services Compensation Scheme (FSCS) has said the 150 claims it is investigating against poor advice to invest in apparently tax efficient schemes relate to business written in the decade from 2000.

clock 11 September 2015 •

Adviser tips

In 60 seconds: Three advisers on what would prompt a platform switch

Three advisers on what would prompt a platform switch

clock 10 September 2015 •

Regulation

FSCS considers 150 tax advice claims after legal go-ahead

The Financial Services Compensation Scheme (FSCS) has begun processing about 150 individual claims related to advice to invest in tax 'mitigation' schemes after being given the green light by lawyers.

clock 10 September 2015 •

Investment

Woodford IM hires six to add to manager support

Woodford Investment Management has made six new appointments, including for three investment-focused roles.

clock 10 September 2015 •

Regulation

Pick your battles: Advisers should 'stop carping' about FSCS levy bills

Advisers should 'stop carping' about FSCS levy bills

clock 10 September 2015 •

Regulation

Autumn Statement set for 25 November

Chancellor George Osborne will deliver his Autumn Statement alongside the government's spending review on 25 November.

clock 09 September 2015 •
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