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trail commission

Regulation

Trail commission still relied on by 93% of advisers

Trail commission is still important to the income of almost all advisers, according to research by software provider Intelliflo, despite the looming deadline that will see the payment method switched off for many of their clients.

clock 01 April 2015 •

Adviser tips

Legacy assets: The 400-day problem, solved

The 400-day problem, solved

clock 11 March 2015 •

Wrap/platforms

Blog: What did the Romans ever do for us? Part I

What did the Romans ever do for us? Part I

clock 29 January 2015 •

Regulation

Warning over adviser probate fee cut-off in clean share classes

Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don't support ongoing trail payments upon client death.

clock 08 January 2015 •

RDR

Small firms 'hanging on' to trail income, says consolidator

Small firm consolidation in the financial advice market has yet to materialise as predicted because many owners are "hanging on" to the trail commission they earn on pre-Retail Distribution Review (RDR) business, according to one acquirer.

clock 15 December 2014 •

Technology

Advisers can discover commission switch-off events with new tool

A tool allowing advisers to discover when providers will switch commission payments off on pre-Retail Distribution Review (RDR) business has been launched.

clock 08 December 2014 •

Charging

HSBC to review pension transfers following FOS trail ruling

HSBC is to review historical pension transfer cases to see if it is earning trail income for ongoing advice it is not delivering.

clock 16 October 2014 •

Regulation

We will survive trail switch-off, declare 'stoic' advisers

The vast majority of advisers have faith they will adapt successfully to a world without trail commission, but one in ten say it could mean they cease trading, according to a survey.

clock 12 September 2014 •

Wrap/platforms

Nearly half of firms get 50% or more income from fees - FundsNetwork

Nearly half of advisers already have the majority of their recurring revenue coming from fees, according to a FundsNetwork survey, with less than two years to go until the April 2016 deadline where all on-platform assets need to be moved to clean share...

clock 11 August 2014 •

Pensions

Scottish Widows will pay workplace pension trail until 2016

Scottish Widows will continue to pay trail commission on workplace pension schemes until 2016.

clock 07 August 2014 •
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