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IFA

uncategorised

IFA deleted from Standard Life policies without permission

An IFA has claimed Standard Life removed him from his client's policies without instruction.

clock 19 December 2011 •

TCF

Standard Life denies mailout a ploy to poach IFA clients

Standard Life has denied its latest mailout to IFAs' clients is an attempt to sell to them direct.

clock 16 December 2011 •

Protection

Interview - David Child

David Child has taken the helm at one of the country's most ambitious adviser firms. Paul Robertson talks to Lifesearch's new managing director

clock 16 December 2011 •

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 •
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