The Institute of Financial Planning (IFP) is in discussions with the regulator about drawing up a definitive list of possible conflict of interest scenarios that crop up during the advice and planning process.
The aim is to help firms identify, manage and eventually disclose the conflicts, with the ultimate objective of boosting public trust in financial advice. Potential conflicts according to the IFP include...
And other investors
More than 4,500 retail investors affected
Ahead of December deadline
Advisers should reconsider process
In preparation for December deadline
At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices
As the UK nears election day, Neil Birrell believes it is time for investors to look at what he believes is an undervalued UK equities sector...
Introduces drawdown lock
Began career in 1985