Triple whammy: the challenges facing outsourcers

OUTSOURCING

clock

Rob Gleeson, head of research at FE, takes a look at how to make outsourcing work without sacrificing relationships with clients.

This is a challenging time for financial advisers to say the least. The whole financial services industry from top to bottom is being hit by wave after wave of new regulation, and advisers are far from exempt. In fact, one could claim the attention being paid to the humble adviser is a little unfair; advisers were not behind the major mis-selling scandals of recent years or the selling of complex derivatives to financial institutions often blamed for the financial crisis. However, there is a lot of sense behind the recent regulation and reform, although the difficulties advisers are s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Average pension transfer took just 11 days at tax year end

Average pension transfer took just 11 days at tax year end

Origo says transfer times decreased around tax year end with half taking seven days or less

Jasmine Urquhart
clock 17 June 2025 • 2 min read
Reeves eyes IHT U-turn as non-doms 'plan to leave'

Reeves eyes IHT U-turn as non-doms 'plan to leave'

‘Exodus’ fears continue to grow

Sahar Nazir
clock 17 June 2025 • 1 min read
'Not an adviser problem': Industry cites regulation as main advice gap cause

'Not an adviser problem': Industry cites regulation as main advice gap cause

‘The regulator caused it, they should fix it’

Isabel Baxter
clock 17 June 2025 • 2 min read