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advice

Mortgages

Equity release advice site launched

Retirement Plus has today launched a new website to educate consumers about equity release in the UK.

clock 05 December 2007 •

uncategorised

Optimism rules for 75% of adviser clients

Three quarters of investors who consulted an adviser before making portfolio changes are optimistic about their long-term financial prospects, according to a survey by Lloyds TSB Wealth Management.

clock 04 December 2007 •

Your profession

We've all the advice we need online - consumers

Almost half of all people seeking financial advice think they can find all the information they need online, according to research from Birmingham Midshires.

clock 19 November 2007 •

Mortgages

Advisers save retirees £11k on equity release

Retirees are losing out on over £11,000 on average by buying their equity release product directly from a provider instead of using a financial adviser, according to Key Retirement Solutions (KRS).

clock 30 October 2007 •

Mortgages

Advisers demand eq release tools

Advisers want equity release providers to supply them with a variety of marketing tools to help them access the market and provide good advice to their clients, according to Bridgewater Equity Release.

clock 25 October 2007 •

Mortgages

Derbyshire IFS announces eq release introduction deal

Derbyshire IFS, the IFA subsidiary of Derbyshire Building Society, has joined forces with Key Retirement Solutions (KRS) as part of an equity release client introduction partnership.

clock 08 October 2007 •

Investment

'Pension champions' to give workplace advice

The Department for Work and Pensions and the Trades Union Congress has teamed up to launch a network of ‘Pensions Champions' to deliver information and advice to workplaces across the country.

clock 08 June 2007 •

Investment

IFAs 'must adapt' high net worth approach

IFAs must adapt urgently their proposals for high net worth clients to keep pace with an evolving market, according to David Thompson, managing director of Winterthur.

clock 04 May 2007 •

Investment

Product literature 'needs simplifying'

A set of simple generic principles should be included on all financial product literature to help consumers make more informed financial choices.

clock 04 May 2007 •

Your profession

Independent body needed for generic advice - PPI

A completely independent body needs to be set up to offer generic financial advice, according to the Pensions Policy Institute.

clock 03 May 2007 •
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