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Independent Financial Advice

uncategorised

Fair Investment Co. launches SIPP and ISA

The Fair Investment Company has launched a SIPP, an ISA and investment account, all available via a single platform.

clock 07 February 2011 •

uncategorised

Moret launches specialist SIPP consultancy

John Moret, the former marketing director of Suffolk Life dubbed ‘Mr Sipp', has launched his own specialist SIPP consultancy and advisory firm.

clock 27 January 2011 •

Individual Protection

FSA figures show advice still key in recovering protection market

The protection market has started to recover over the last year, but it is being propped up by resurging critical illness sales, according to FSA figures.

clock 31 August 2010 •

Your profession

MD Pension Solutions to offer investment advice

Retirement planning specialist MD Pension Solutions has added two advisers to its team as it seeks to branch out into investment advice.

clock 26 August 2010 •

uncategorised

Expanding access

Since the coalition government came to power in May the retirement income industry has seen unprecedented change - not least the launch of a consultation on abolishing the Age 75 rule. This is a subject close to the hearts of many within the retirement...

clock 29 July 2010 •

uncategorised

How to improve client engagement

Jon Sadler discusses the importance of engaging regularly with clients.

clock 29 July 2010 •

Your profession

Number seeking financial advice 'falling' - study

Fewer consumers are seeking financial advice before investing their cash, research suggests.

clock 23 July 2010 •

Your profession

Aviva: Direct sales will never be over 10% of business

Aviva says it is "not ashamed" of its multi-distribution approach but insists IFAs remain its "lifeblood" and claims direct sales will never account for more than 10% of business written.

clock 21 July 2010 •

Your profession

Sesame Bankhall to offer restricted advice service

Sesame Bankhall will launch a restricted advice service for at-retirement customers with small pension pots.

clock 20 July 2010 •

Your profession

Are there really only 14 'true' IFAs in Australia?

A newly-formed industry association has been set up in Australia - but only 14 firms have so far met its strict criteria for independence.

clock 15 March 2010 •
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