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Regulation

Regulation

Insistent clients easy prey without FCA guidance, warns adviser

A lack of regulatory guidance around insistent client handling could lead to the emergence of specialist firms who will seek to exploit retirees for a quick income, an adviser has warned.

clock 05 May 2015 •

Equity release

Equity release guide: Everything advisers need to know

Everything advisers need to know on equity release

clock 01 May 2015 • 5 min read

Charging

The result is in: Who won our adviser charging debate?

When two friends collide: Catch up on our adviser charging debate

clock 01 May 2015 •

Charging

Pens at dawn: It's the final showdown in our adviser charging debate

We are nearing the end, dear readers. After a week of hearty, healthy debate on whether percentage charging models are a "relic of a bygone era", we publish our experts' final statements. Who wins your vote?

clock 30 April 2015 •

Pensions

Adviser insight: Sustainability of retirement income

Adviser insight: Sustainability of retirement income

clock 29 April 2015 •

Regulation

Barclays sets aside extra £800m for forex-rigging probe

Barclays has set aside an extra £800m to cover the costs of a probe into foreign exchange rate-rigging, its latest results reveal.

clock 29 April 2015 •

Regulation

FSCS levy shock: SIPP claims could lead to extra bill for all firms

All advisory firms face the prospect of an interim levy from the Financial Services Compensation Scheme (FSCS) in 2015-2016 following a swell of claims related to self-invested personal pensions (SIPPs).

clock 28 April 2015 •

Regulation

Call to end 'pandering to the wealthy' one-size fits all adviser charging

Single out what clients actually want and only charge for that, rather than 'pandering to the wealthy' with expensive packaged bank account-style add-ons, an advice firm has said, as it launched its 'manifesto' for the coming years.

clock 27 April 2015 •

Tax Planning

HMRC scoops extra £11m as team targets wealth up-and-comers

A clampdown on suspected tax avoidance among taxpayers with rapidly rising wealth has netted HMRC an extra £11.5m since it began targeting the group in 2012, according to calculations.

clock 27 April 2015 •

Charging

Live debate: Fixed fees v percentage charging - a balanced view

Does a percentage-of-assets adviser fee model encourage contingent charging? Do fixed fees represent the ‘modern, professional way' to charge?

clock 27 April 2015 •
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