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TCF

Your profession

AIFA demands TCF 'sunset' clause

The Association of IFAs (AIFA) is set to lobby the FSA to introduce as standard a ‘sunset' clause in all its policies to ensure their value and impact is reviewed adequately.

clock 16 July 2009 •

uncategorised

Lighthouse launches specialist pension advice service

Lighthouse Group will roll out an advice service to support advisers on complex pension issues.

clock 06 July 2009 •

Individual Protection

Finding its voice

The UK's protection industry appears to have lost its way in recent years, so now more than ever before, with the economy struggling to get back on its feet, is the time for a turn around. Peter Carvill talks to John Pollock.

clock 01 July 2009 •

TCF

AXA Winterthur offers adviser star rating service

AXA Winterthur Wealth Management has launched a TCF toolkit, including the option for IFAs to earn star awards for customer service.

clock 19 June 2009 •

Pensions

Hallett reveals details of new 'TCF-focused' venture

Former Pointon York CEO, Christine Hallett, has revealed details of her latest venture in the pensions market.

clock 19 June 2009 •

Protection

Stepping up to the mark

In light of ever-changing customer needs and expectations, firms are constantly evolving TCF practices. Customer service specialist Derek Bishop explains how businesses can live up to TCF regulations.

clock 01 June 2009 •

Cashplans

Survival of the fittest

As recession forces employers to make cost savings where possible, Peter Lauris advises how intermediaries can ensure healthcare benefits survive.

clock 01 May 2009 •

Technology

PFS launches online TCF tools

The Personal Finance Society (PFS) is joining forces with compliance experts The Consulting Consortium to launch two new web-based tools to help advisers meet TCF requirements.

clock 23 March 2009 •

Your profession

TCF blow as director steps down

The FSA's director of treating customers fairly (TCF), Sarah Wilson, is stepping down, as the regulator starts visiting firms to ensure they are implementing the principles.

clock 11 March 2009 •

Your profession

118 118 under fire over 'financial advice' text tips

Popular directory provider 118 118 is using unreliable websites to source "financial advice" it then passes on to consumers using its 'Ask Us Anything' service, an IFAonline investigation has uncovered.

clock 27 February 2009 •
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