professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

IFA

Protection

'Singles' are a big protection opportunity for IFAs, says Zurich

The UK's singles population represents a potentially huge business opportunity for IFAs struggling with depolarisation as most have not bothered to sort themselves out with relevant illness or income protection, says Zurich Financial Services.

clock 07 June 2004 •

Protection

CA undercover ops slam financial advisers

Most financial advisers cannot be trusted to sell the right protection products along with mortgages says the CA today following a year-long undercover investigation.

clock 03 June 2004 •

Your profession

New month, new rules, new people - FSA

New rules come into effect today affecting endowment policies and advertising including references to past performances of investment funds.

clock 01 June 2004 •

Your profession

Origen targets outlined

The integration of the five separate Aegon IFA businesses under the Origen brand will be completed by the year end of first quarter of 2005 by the latest, the provider says.

clock 21 May 2004 •

Your profession

Depolarisation now unlikely to affect advisers - Datamonitor

Depolarisation is now unlikely to alter the IFA market, its labels and distribution processes, contrary to discussions when the FSA's first consultation on the issue surfaced, says Datamonitor.

clock 16 April 2004 •

Technology

Amex muscles into wrap market…for some

Financial services giant American Express has launched a wrap platform for UK intermediaries, but says only those IFAs that fit its user-profile will be invited to the party.

clock 22 March 2004 •

Technology

Online 'on risk' approach broached

Webline and PMI provider Health-on-line have inked a deal that will enable IFAs' clients to get quotes or buy PMI 24/7 through their own websites.

clock 15 March 2004 •

uncategorised

Editorial: Penrose Report no help to IFAs or clients

Publication of Lord Penrose's report into the financial crisis at Equitable Life has certainly set the cat among the pigeons, and is already being labelled in some quarters of the industry as nothing more than a whitewash.

clock 10 March 2004 •

Your profession

Charcol Holden Meehan to advise 12,000 Airbus staff

IFA Charcol Holden Meehan has added another 12,000 clients to its name after Airbus UK announced it has appointed the firm to provide financial advice for its UK employees.

clock 20 February 2004 •

Your profession

CII launches consultation on its own exams framework

The Chartered Insurance Institute has unveiled plans to launch a new framework for financial planning examinations this autumn, following the negative feedback this week surrounding publication of the Financial Services Skills Council's official exam...

clock 20 February 2004 •
757677
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=ifa