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blog

Your profession

Why it pays to visit clients

STAY IN TOUCH

clock 29 February 2012 •

Regulation

Blog: Quality vs quantity

Greg Becker fears the RDR may worsen consumer detriment as fewer people seek advice.

clock 28 February 2012 •

Your profession

From the Ed: Is 'selling' the lesser of two evils?

About two years ago, a retired ‘adviser’ invited me for lunch. He wanted to discuss today’s advisory market and compare it with his 1970s “heyday” (with Sun Alliance & London). I accepted.

clock 22 February 2012 •

Pensions

Blog: The changing face of self-investment

Phil Clarke, technical services manager at Rowanmoor Pensions, explores the "explosion" in SIPPs...

clock 21 February 2012 •

Regulation

Blog: The complexity of simple products

Phil Jeynes warns that removing components from simple products may mean weaker cover for clients.

clock 15 February 2012 •

Wrap/platforms

Blog: Clean share prices? It's a black and white case

Cofunds head of commercial, Russell Lancaster, says clean share classes represent the ultimate in transparency.

clock 15 February 2012 •

uncategorised

Blog: Is booze the secret factor to enhanced annuities?

Clients can qualify for enhanced annuity rates for a range of conditions these days, including obesity, high blood pressure and previous medical treatment.

clock 10 February 2012 •

Investing in the profession

Things clients say #1

Premier Wealth Management’s Adrian Shandley couldn’t quite believe a client’s stance on the dwindling value of his property.

clock 09 February 2012 •

Your profession

From the Ed: There's always something handy in the small print

The FSA published its annual consumer survey last week. It’s often a dull read – mainly because little ever changes in the public’s perception of providers, products and the FSA.

clock 09 February 2012 •

Your profession

Was Webb right to point small employers away from pension advice?

Pensions minister Steve Webb angered IFAs last week by saying he did not want small employers to seek ‘expensive’ auto-enrolment advice. But do advisers want the business?

clock 02 February 2012 •
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