professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

IFA

Long Term Care

The adviser-client relationship with elderly clients

Advising on equity release and long-term care can be difficult because the client's family is often heavily involved. Fiona Murphy finds out how advisers deal with elderly clients and interested parties

clock 21 September 2012 •

RDR

FSA highlights PII considerations ahead of RDR

The Financial Services Authority (FSA) is urging firms to consider their professional indemnity insurance (PII) situation and client communications ahead of Retail Distribution Review (RDR) implementation.

clock 13 September 2012 •

Pensions

James Hay profits dip as SIPP attrition continues

SIPP provider James Hay recorded a 10% dip in profits in the first half of 2012, during which it continued to leak business.

clock 31 August 2012 •

Regulation

BlackRock: advisers 'unsure' of RDR business impact

The majority of advisers are unclear how the Retail Distribution Review (RDR) will affect their business, according to a survey conducted by BlackRock.

clock 30 August 2012 •

uncategorised

Is the sun setting on overseas retirement planning?

Fiona Murphy goes through this month's Inquiry on retiring abroad

clock 28 August 2012 •

uncategorised

The rise of Sharia compliant retirement planning

Fiona Murphy looks at the growing interest in Islamic pension products and SIPP investments

clock 28 August 2012 •

Regulation

Former Honister adviser jailed for £380k fraud

A former Honister adviser has been jailed for two years and nine months for swindling clients out of £380,000.

clock 23 August 2012 •

Regulation

SD Asset Management among latest firms in default

The Financial Services Compensation Scheme (FSCS) has declared 21 investments firms in default, including a number of independent financial advisers and mortgage brokers.

clock 21 August 2012 •

Equity release

Consider equity release if an annuity isn't enough - Bridgewater Equity Release

Advisers must consider equity release if annuities are not enough for their clients, according to an equity release specialist.

clock 20 August 2012 •

Regulation

MAS refers 0.2% of users to regulated financial advice

The Money Advice Service (MAS) referred just 0.2% of its 1.3 million users to regulated financial advice last year, it has been revealed.

clock 15 August 2012 •
282930
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=ifa