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advice

Investment

Lack of financial advice impacts savings levels

Financial advice has a direct impact on the level of savings people make, and could be the key to solving the savings crisis claims new research from Standard Life.

clock 23 December 2005 •

Your profession

FSSC launches third strand of exam review process

People dealing in securities and derivatives will be the focus of the third major consultation on appropriate examinations announced by the Financial Services Skills Council.

clock 09 September 2005 •

uncategorised

IFA comments: MiFID rules equal discrimination

Financial intermediaries have accused EU legislators of proposing to implement new financial services regulation which contravene its own discrimination laws.

clock 25 July 2005 •

Mortgages

Mortgage acquisition expands TQ's remit

Torquil Clark is making a major move into the mortgage advice sector after purchasing a mortgage intermediary business previously linked to a national housebuilder.

clock 04 July 2005 •

uncategorised

Editorial: 'Caveat emptor' needs teeth again

The FSA's proposal to implement a tougher 'buyer beware' on 'wider range' retail investment products, such has hedge funds and split-capital investment trusts, resurrects questions about the current value of ‘caveat emptor'.

clock 29 June 2005 •

Investment

FSA admits RU64 has to go

The FSA has launched a consultation paper proposing the RU64 rule on pensions advice should finally be abolished.

clock 28 June 2005 •

uncategorised

ABI to ask for small firm advice tax credit - papers 13th June

THE GOVERNMENT could boost pension saving by £2.1bn a year if they offered small employers a tax credit to pay for financial advice for workers, insurers will tell work and pensions secretary David Blunkett on Thursday, says the Times .

clock 13 June 2005 •

Investment

Shrinking commission levels a threat to IFAs

Falling commission levels on pension products represents the greatest strain on the survival of financial adviser businesses, new research indicates.

clock 06 June 2005 •

Investment

IFAs urged to double-check communications ahead of A-Day

Michael Brown, Abbey's head of pensions and retirement customer propositions, says IFAs should check and re-check client communications strategies in the lead up to A-Day to ensure they have covered all possible angles.

clock 12 May 2005 •

Your profession

Elements looking for women-only advisers

Elements, the IFA business launching next week for women clients, says it is looking to recruit female-only IFAs to build its presence in the market.

clock 09 May 2005 •
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