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advice

Investment

Private banks miss adviser trick

Figures from Tulip Financial Research suggest Britain's private banks are missing out on the opportunity to advise clients on some £285bn in investment business.

clock 04 May 2005 •

uncategorised

IFA comment: Advice target should be employers

A recent study of the consumer's willingness to accept compulsion has raised fresh questions about the direction of long-term planning messages.

clock 24 March 2005 •

Your profession

Confusion still reigns over use of IDD

This story has been updated and substantially altered, following new information from the Association of IFAs.

clock 14 January 2005 •

uncategorised

Which? slams quality of mortgage advice

The Consumers' Association has launched a fresh attack on financial advisers as its own research suggests only three out of 39 mortgage "gave acceptable advice".

clock 02 September 2004 •

Your profession

CA warns 'basic advice' regime may up mis-selling

Selling stakeholder products through a basic advice process may increase the risk of future mis-selling because it will effectively reduce consumer protection, the Consumers' Association warned today.

clock 18 June 2004 •

uncategorised

FSA to consult on 'basic advice' regime

Consumers may soon be able to receive 'basic advice' on the government's suite of stakeholder products after the FSA today revealed it is to consult on proposals to introduce a simpler and lower-cost advice regime.

clock 17 June 2004 •

Protection

Only one in three consumers trust IFAs - LifeSearch

Only one in three people in the UK say they trust financial advisers the most when seeking financial advice, reveals a study by LifeSearch.

clock 07 June 2004 •

Investment

Shift to DC continues, more advice needed urges JPMF

JPMorgan Fleming is today urging government and industry to redouble efforts to recognise the role of pension advice in the face of new research showing defined benefits continue to wither.

clock 10 May 2004 •

Your profession

Mortgage compensation set at same level as investment - FSA

Consumers who fall into the Financial Services Compensation Scheme could receive a maximum potential compensation of £48,000 should a mortgage or insurance intermediary firm collapse - the same as a claim for an investment firm.

clock 22 March 2004 •

uncategorised

Next round of exams consultation due Friday

The Financial Services Skills Council is launching another round of consultations on examination reform proposals this Friday to look at final draft specifications for investment and mortgage advice exams and the way appropriate exams should be identified....

clock 16 March 2004 •
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