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IFA

Your profession

Video: How NLP can get your clients in the right frame of mind

Framing questions in the right way can completely change the relationship advisers have with their clients and get to the heart of what they need.

clock 18 November 2011 •

TCF

From the Editor: Spotted a churner? Mum's the word

The FSA wants whistleblowers to come forward – it even has a hotline – but is reluctant to act on the information it receives.

clock 17 November 2011 •

Regulation

FOS defends hiring process as 25yo law grad becomes adjudicator

The Financial Ombudsman has defended its hiring and training process after a 25-year-old law graduate with no financial services experience was found to have become an adjudicator after just a month's training.

clock 09 November 2011 •

Long Term Care

Interview - Chris Horlick

Long-term care, Dilnot and the adviser's role. Paul Robertson discusses all this with Partnership's Chris Horlick.

clock 07 November 2011 •

Critical Illness

Turning the tables - Critical Illness

Bright Grey and Scottish Provident held a recent summit on the future of critical illness cover. Roger Edwards outlines its conclusions

clock 07 November 2011 •

Protection

Planet Insurance - Simple products

Last year the government launched its consultation on simple financial products and a summary of responses has now been published.

clock 07 November 2011 •

TCF

Consumers will reject simplified advice: ABI

Consumers are likely to reject simplified advice and advice where they must pay a fee upfront, research from the Association of British Insurers suggests.

clock 07 November 2011 •

Regulation

The questions you want answered that FOS can no longer avoid

This week the Financial Ombudsman Service has been brought under the scope of the Freedom of Information Act. We asked, what have you always wanted to know about the FOS?

clock 03 November 2011 •

Investment

So, what is a retail investment product?

From 2013, independent advisers must have a working knowledge of all ‘retail investment products'. There's just one problem: the FSA has been slow to define what they are.

clock 03 November 2011 •

Investment

Freedom of Information at the FOS: Your right to the truth

For ten years the Financial Ombudsman Service has been making decisions behind closed doors. But all that changes from this week, as we find out...

clock 03 November 2011 •
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