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FSA

Investment

Confusion as Tenet disputes FSA trail commission switch ban

The fate of trail commission when a client switches adviser after 2012 continued to puzzle the industry this week after Tenet revealed it had received assurances from the FSA it would not be given to the client.

clock 06 May 2010 •

Protection

Total recall

In one of his final interviews before retiring from Westminster, John Greenway MP took time with Owain Thomas to issue a few parting shots and reminisce about two decades combining politics and insurance

clock 06 May 2010 •

Wrap/platforms

Platforms: Your route of choice

Ian Thomas, head of customer experience and online services at Axa Wealth, looks at how the recent FSA paper will affect advisers currently using platforms.

clock 06 May 2010 •

Investment

Client education: The key to advice excellence

Brett Davidson of FP Advance explains why educating clients on their financial needs can improve relationships and help your business run more effectively.

clock 06 May 2010 •

With Profits

Left without profit?

IFAs can add value by advising clients on exiting with-profits funds, writes Michelle Cracknell, strategy director at Skandia.

clock 06 May 2010 •

Your profession

FSSC launches RDR-readiness survey on standards

The Financial Services and Skills Council (FSSC) has launched an online survey to assess gaps in professionalism ahead of the higher RDR standards.

clock 05 May 2010 •

ETFs

Building a direct access route

Following the 10th anniversary of ETFs in Europe, there has been a lot of positive sentiment among industry participants who are bullish on the market's auspicious future and likely growth in the retail arena.

clock 04 May 2010 •

Mortgages

LSL set to be named Home of Choice buyer

Home of Choice is to announce the new owner of the network tomorrow, with LSL Property Services understood to be the preferred bidder.

clock 04 May 2010 •

ETFs

Heading in the retail direction

Providers have high hopes the Retail Distribution Review (RDR) will fuel retail uptake of ETFs in the UK. Yet intermediaries believe regulation is not enough and providers should be improving direct access. Paul Burgin reports

clock 04 May 2010 •

Your profession

HOC confusion leaves 550 ARs perplexed about future

Despite rumours that Home of Choice (HOC) had gone into administration last week after the failure of acquisition talks, an 11th hour statement by chief executive officer Gerry O'Brien suggests that the business could still be saved.

clock 04 May 2010 •
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