IFA

An IFA has said at least two of his advisers and one of the accountants he works with have been cold called by firms trying to sell them and their clients pension unlocking schemes.

FIVE THINGS

An IFA has helped a couple win compensation from high street bank Santander after the bank was unable to tell the clients how many accounts they had or how much money they had invested.

A financial adviser from Henley-on-Thames has been jailed for 14 months after giving false financial advice to an elderly woman.

Fund manager Gervais Williams says he manages his own finances because financial advisers are expensive and apt to confuse.

An advice firm has unveiled the latest version of its bespoke cashflow model, which it says uses "Monte Carlo statistical simulations" to illustrate how variations can impact on a client's future well being.

An Edinburgh-based IFA firm has taken a leap into online video in order to better communicate with potential clients.

An Exeter-based IFA has expanded its team to nine by hiring and retraining two ex-HSBC advisers.

PARTNERSHIPS

IFAs that outsource fund management may be "abdicating their responsibilities," according to the founder of Belfast-based firm Carrington Wealth Manager.