Feature

The FSA began its final round of RDR surgeries last week, less than a year before full roll-out of the new rules. But surprises continue to crop up. Alasdair Pal spoke to a few of the early attendees…

This is a common illness that strikes people in different ways, though its effects can last a lifetime. Mary Randell explains the underwriting implications of meningitis.

Mark Hendricks asks what discretionary managers bring to a retirement planning strategy.

Andy Zanelli asks whether the deadline for fixed protection needs to be amended

The Financial Ombudsman Service (FOS) is in the process of deciding how it will go about publishing its decisions, and one of the main points of contention has been whether or not it should name the firms involved.

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

Financial planner Joel Adams shares his newly-issued SPS so others can see what they look like (if they're interested)

Mark Palmer, director of products and marketing at Invu, reveals how advisers can reduce costs, automate RDR compliance and, critically, improve competitive position by using effective data storage.

Our list of the most useful apps for financial advisers (and their clients)