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IFA

ETFs

Wrap platforms see retail ETF uptake double

Assets in iShares ETFs held on wrap platforms have more than doubled in 2010 to reach £557.9m.

clock 21 February 2011 •

With Profits

IFA shames Friends Prov in with-profits bonus bungle

Friends Provident is facing calls to review hundreds of pension transfers after an IFA formally complained details about bonus guarantees had been left off a client's statement.

clock 12 February 2011 •

PMI

AMII claims FSCS levy could close IFA businesses

The Association of Medical Insurance Intermediaries (AMII) has branded the proposed 57% increase in 2011's Financial Services Compensation Scheme (FSCS) levy as "unfair, excessive and totally inappropriate."

clock 10 February 2011 •

Your profession

Merchant Securities acquires GT IFA

Merchant Securities has acquired wealth management firm GT Independent Financial Advisers Limited for £2m.

clock 10 February 2011 •

Your profession

Banks urge Sants to back 'simplified advice' model

The British Bankers Association (BBA) has written to FSA CEO Hector Sants proposing a "simplified advice" model for the mass market, which it says would fill an advice gap left by the RDR.

clock 08 February 2011 •

uncategorised

Intelligent Pensions offers IFAs free drawdown transfers

Intelligent Pensions is offering IFAs the chance to transfer their income drawdown clients to its drawdown partnership service with no initial charges.

clock 08 February 2011 •

TCF

Warning Barclays' advisers delaying deals to steal clients

Some Barclays' advisers are delaying applications for clients as they attempt to poach business from the bank and set up their own IFA firms, an adviser claims.

clock 08 February 2011 •

Your profession

Cavanagh Group in takeover talks

National IFA Cavanagh Group has confirmed it has entered into preliminary discussions that could lead to the company being taken over.

clock 02 February 2011 •

uncategorised

Standard Life launches online pension offering

Standard Life has launched its Active Money Personal Pension (AMPP) online.

clock 31 January 2011 •

uncategorised

Hornbuckle Mitchell unveils pension projection tool

SIPP and SSAS provider Hornbuckle Mitchell has launched a pension benefits illustration system.

clock 28 January 2011 •
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