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IFA

Income Protection

IP Sales - Batten the hatches!

So, you haven't sold income protection to your clients. What's the worst that can happen? According to John Bridge, an awful lot...

clock 16 December 2011 •

Protection

Severity Payments - In the eye of the beholder

Severity based protection payments have become more common over the year. Phil Jeynes explains why in his overview of 2011

clock 16 December 2011 •

RDR

Principals warned to check small print on buy-out offers

Exiting advisers on the hunt for buyers for their firms are being warned to beware tempting deals which could have hidden pitfalls.

clock 14 December 2011 •

Regulation

Rule change 'to end financial advice in law firms': Lawyer

A change to the way in which financial advisers working within solicitors firms are regulated could force law firms to shut down their financial services businesses, a solicitor said.

clock 13 December 2011 •

Regulation

The FSCS, Keydata and the domino effect

The pursuit by the FSCS and FSA of advisers who recommended Keydata products looks set to create a domino effect that will cascade far and wide.

clock 09 December 2011 •

uncategorised

Poor IFA demand shuts James Hay family SIPP

James Hay Partnership is to close its family SIPP product to new business due to a lack of adviser demand.

clock 08 December 2011 •

Investment

Revealed: The Cru switch pitch (how to charge all clients 1% trail)

Cru Investment Management encouraged advisers to invest all of their clients in Cru funds at a blanket rate of 1% trail commission, in a presentation one IFA has branded a "shambles to encourage churning".

clock 07 December 2011 •

Your profession

Sanlam begins London client bank acquisition spree

Sanlam is to make its first client bank acquisition in London as part of efforts to expand its presence in the capital.

clock 07 December 2011 •

Income Protection

Market Views: Sexing-up IP

With take up of sales in income protection (IP) by advisers so low, reflecting in low consumer sales, what could be done to the product to make it more attractive to IFAs, apart from increased commission?

clock 06 December 2011 •

Structured Products

DFM analysis shows direct investment shortcomings

Almost a third of discretionary fund managers (DFM) cannot deal with direct investments into structured products, according to an analysis of the market.

clock 06 December 2011 •
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