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Keith Churchouse

Your profession

Advisers raise caveat emptor concerns after FSA ToB rulings

Advisers want FSA guidance on what terminology to use in client agreements after it contacted two firms over unfair contract terms (UCTs).

clock 28 January 2010 •

Your profession

Advisers split in 'books in exams' debate

A suggestion financial advisers should be allowed to take resource material into examinations to better replicate their working conditions has sparked a frenzied debate among industry figures.

clock 08 January 2010 •

Your profession

IFA online pensions advice site launches

Online-only advice proposition planmypension.co.uk has been officially launched.

clock 09 October 2009 •

Your profession

Forget Trollope-Here comes the Churchouse Chronicles

Guildford-based IFA Keith Churchouse is in the late stages of publishing The First Churchouse Chronicles, a book documenting his 24 years in financial services.

clock 19 August 2009 •

Investment

Inflation was a lonely corner, now consumers need an IFA

I went to a presentation by a fund manager about 18 months ago and one of the topics addressed was that of inflation. He detailed that he had concerns about the re-emergence of inflation and that it was 'a lonely corner' when in discussion with other...

clock 25 April 2007 •

Technology

Clients don't know their 'IFA' spam filters are on

In the world of communications it has been proven the text message is the first to be responded to, followed by email. Most people expect a response from an email within two working days.  

clock 16 March 2007 •

Technology

Does it just stop at lost laptops?

We are all aware of the fine of almost £1m to Nationwide for their lost laptop. This single laptop was stolen from an employee's house but it is reported that Nationwide failed to report the loss to the FSA.

clock 06 March 2007 •

Investment

Who is responsible for reporting the transfers?

Pensions A-Day seems such a long time ago and after the subsequent changes of benefits, did not do exactly what it said on the tin.

clock 15 February 2007 •

Technology

Is 2007 the year of online financial planning?

I watched the television last week to see Bill Gates talking to a newscaster about the launch of Microsoft's new software, the ‘Vista' platform. This clearly is going to offer us all a new ‘vista' on the future of how we use both technology and our computers...

clock 05 February 2007 •

Your profession

The challenges of a New Year

I have been reading the excellent article by Martin Bamford about the expected blue water between financial salespeople and true advisers which are thought provoking. In addition, Phil Calvert documents the power that the internet can hold in the successful...

clock 19 January 2007 •
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