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Alan Lakey

Adviser tips

Well covered: Why picking a protection policy is no longer about price

Clients' protection priorities are changing and so too are the tools on offer to help advisers find the right solutions.

clock 01 May 2014 •

Pensions

Retiring IFA pursued by claims firm over 23-year-old case

A 74-year-old IFA has put his retirement plans on hold to contest a £250,000 mis-selling case levelled by a claims management company (CMC) - relating to advice given almost a quarter of a century ago.

clock 26 June 2012 •

Regulation

MoJ to meet adviser over claims manager concerns

The Ministry of Justice (MoJ) is meeting an IFA to hear his concerns over claims management companies (CMC) after he said they were unfairly targeting adviser firms.

clock 17 May 2012 •

Wrap/platforms

Adviser hits out at FundsNetwork over re-reg limit

An adviser has hit out at platform FundsNetwork for refusing to re-register a client's investments to a rival platform because the value of the transfer was less than £40,000.

clock 17 April 2012 •

Regulation

Claims managers pursuing IFAs over 'unfounded' cases

Advisers have criticised the Ministry of Justice (MoJ) for failing to protect firms from invalid mis-selling cases levelled by claims management companies (CMCs).

clock 16 April 2012 •

Critical Illness

Lakey launches critical illness website

Alan Lakey has launched a website in an effort to raise consumer understanding of critical illness products and help people compare different policies.

clock 22 March 2012 •

Economics / Markets

This week's news… condensed

The pick of this week's articles on IFAonline...

clock 09 March 2012 •

Regulation

Judge rejects judicial review into long-stop

Lobby group Adviser Alliance has had its application for a judicial review into the absence of an industry long-stop rejected - but has vowed to continue the fight for a time-bar on complaints.

clock 05 March 2012 •

RDR

Adviser ends passporting interest over agency fears

An outspoken critic of the new qualification requirements for advisers has revealed he considered 'passporting' his business into the UK from Dublin in a bid to bypass the rules.

clock 05 January 2012 •

Regulation

Adviser lobby group recruiting for directors to take on FCA

Adviser Alliance is looking to take on new directors in a bid to move the organisation to a "new level" where it can challenge the remit of the FCA.

clock 20 December 2011 •
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