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Regulation

Your profession

Board member, branch chairman, award winner: IFP members on CISI merger

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

clock 07 August 2015 •

Your profession

'IFP message was being lost': A past president's take on CISI merger

‘Membership message was being lost’: Former IFP president Marlene Outrim’s verdict on CISI merger

clock 07 August 2015 • 2 min read

Regulation

MAS launches £700k fund to teach toddlers about money

The Money Advice Service (MAS) is helping to launch a £700,000 fund to trial ways children as young as three years old can be taught the tools and information they need to manage their money later in life.

clock 07 August 2015 • 3 min read

Regulation

MAS makes £786k loss as soaring demand escalates costs

The Money Advice Service (MAS) made a loss of £786,000 last year and has confirmed it will not return any capital to the industry.

clock 06 August 2015 •

Regulation

Ask insistent clients to put it in writing, advisers urged

Clients insisting on going against their adviser's recommendations should be asked to put their instructions in writing to show they are aware of the risks, a compliance officer at support services provider SimplyBiz has suggested.

clock 06 August 2015 •

RDR

Blog: We survived RDR but advisers' battles are far from over

We survived RDR but advisers' battles are far from over

clock 06 August 2015 •

RDR

Good practice revisited: Five times advisers nailed it

When advisers got it right

clock 06 August 2015 •

Regulation

Ninety days in power: What have the Tories done to financial services?

In the week the government launched a major review of the financial advice market, Professional Adviser looks at the impact the Tories have had on the sector in their first 90 days in power...

clock 05 August 2015 •

Regulation

Call for 'safe harbour' for advisers as rules reviewed

The introduction of ‘safe harbour' legislation for financial advisers would be a welcome step towards rebalancing liability between advisers and clients, according to one stakeholder, after the government announced a major review looking at how advice...

clock 04 August 2015 •

Your profession

Five views from an advice gap pioneer on the state of the market

Alastair Rush picks the areas he thinks the government's advice review should focus on...

clock 03 August 2015 •
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