Financial advice
Income
Royal London Group chief executive Phil Loney has called on the industry and regulator to come up with a "new form of advice" to service those at point of retirement and meet the challenge set by the Chancellor.
03 April 2014
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Regulation
The Chancellor's 'right to advice' for pensioners at the point of retirement will be a right to 'free impartial guidance', not regulated advice, the Financial Conduct Authority (FCA) has confirmed.
01 April 2014
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Adviser tips
Why valuating advisory businesses is no longer about 3x or 6x recurring income...
27 March 2014
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Your profession
Attending the life planning conference without the life companies
27 March 2014
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4 min read
Your profession
Lighthouse group has had yet another year in the red, but chief executive Malcolm Streatfield has a plan in place to turn it around.
26 March 2014
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Regulation
The Institute of Financial Planning (IFP) has warned the Chancellor's right to advice at retirement promise, announced in the Budget, could inadvertently spark a wave of mis-selling.
21 March 2014
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Tax Planning
Everything advisers need to know about Budget 2014's 'wow' pension changes
19 March 2014
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Your profession
London-based IFA Westminster Wealth Management has embarked on a joint venture with business mentoring service ActionCOACH, gaining access to the company's 1,000 plus entrepreneurial clients.
17 March 2014
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Pensions
Telling clients their investment idea is a 'no go' is a tough job, but someone's gotta do it
06 March 2014
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8 min read
