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IFA

Long Term Care

Philippa Gee's ten problems with the Dilnot plan

Philippa Gee, managing director of Philippa Gee Wealth Management, has digested Dilnot's proposed reforms on care home funding and found a few things which stick in her throat...

clock 05 July 2011 •

Your profession

IFA Guardian partners with law firm Irwin Mitchell

International advice firm Guardian Wealth Management has launched a legal services arm in partnership with Irwin Mitchell.

clock 04 July 2011 •

Your profession

Clarkson Hill deal boosts Merchant profits by £1.38m

Merchant House Group today revealed it made a £1.69m pre-tax profit in the year to December 2010.

clock 01 July 2011 •

Your profession

Play our Wimbledon tennis game

In a little under 24 hours' time, always-grumpy Scot Andy Murray plays his second consecutive Wimbledon semi-final against two-time champion (and current title holder) Rafael Nadal.

clock 30 June 2011 •

Regulation

Small firms panel warns of cap ad threat to advisers

The Small Businesses Practitioner Panel (SBPP) has warned small financial advisory firms may become "financially unviable" due to increased capital adequacy requirements and rising levies.

clock 21 June 2011 •

Regulation

Top Tweets on Panorama: Can you trust your bank?

Panorama's expose of in-branch bank "advice" saw the hashtag army hit Twitter with a vengeance, and prompted one poster to answer the programme's title by brandishing a chinnyreckon.

clock 14 June 2011 •

uncategorised

Mercer adds enhanced annuities to corporate platform

Mercer has added enhanced annuity terms to its workplace savings platform in partnership with the Open Market Annuity Service (OMAS).

clock 09 June 2011 •

uncategorised

Annuitants to shun IFAs in favour of web - report

IFAs may be pushed out of the market as consumers shop for pensions online, annuity administrator Xafinity Paymaster has warned.

clock 08 June 2011 •

ETFs

Henderson Rowe launches ETF portfolios on Transact

Investment manager Henderson Rowe has unveiled a range of risk-scaled ETF portfolios on independent wrap platform Transact.

clock 07 June 2011 •

Your profession

Four things your clients will call you about this week

Nationals round-up: Another look at NEST, care home fees and a thumbs-up for life insurance.

clock 06 June 2011 •
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