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blog

Protection

Blog: Time to make protection a must-have

Friends Life protection expert Graham Harvey says advisers must help ‘squeezed middle’ clients overcome the objection that protection is too expensive…

clock 19 May 2011 •

uncategorised

Blog: Why early pension access was a step too far

Phil Clarke, technical services manager at Rowanmoor Pensions, examines the government's decision not to allow early access to pension schemes.

clock 19 May 2011 •

Investment

Asset Allocator's Soapbox: Where is best for income?

This week: David Coombs, head of Multi Asset Investments at Rathbone Unit Trust Management, on why he is not jumping on the high yield bandwagon

clock 19 May 2011 •

Your profession

The day the FSA told a client: Your IFA is charging too much

The FSA will not use the sales data it plans to collect from adviser firms to tell them how much they should be charging for their services. Or so it says.

clock 19 May 2011 •

Your profession

My bank offered me a £20 reward, on one condition...

How one high street building society very kindly offered its loyal customers £20, with just one single, simple caveat...

clock 17 May 2011 •

uncategorised

Blog: Equitable Life starts paying out, at last

At last policyholders know when the compensation they have argued for a decade will start to flow.

clock 16 May 2011 •

Regulation

FSA speak: A new low

I'm in the game of clear, concise and effective communication and, as client-facing advisers, so are you.

clock 13 May 2011 •

Your profession

Blog: What price financial advice post-RDR?

Financial advisers are in for a tough time next year but not as tough as the people they advise, writes Ian Henderson, creative director at marketing firm AML Group

clock 12 May 2011 •

Wrap/platforms

Blog: Platforms - are we stuck in a rut?

It is little wonder many advisers are suffering from platform fatigue.

clock 12 May 2011 •

Investment

Asset Allocator's Soapbox: Time to put risk back?

Andrew Cole, investment manager for the Baring Multi Asset fund, on how much risk investors should be taking with their portfolios

clock 12 May 2011 •
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