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News

Regulation

Simplybiz MD Timmins joins APFA board

SimplyBiz managing director Matt Timmins has joined the Association of Professional Financial Advisers (APFA) board.

clock 28 January 2014 •

Your profession

Worldwide Certified Financial Planners top 150,000

Worldwide Certified Financial Planner numbers (CFP) have topped 150,000 after rising by 5,500 in the last year, the owner of the certification programme has said.

clock 28 January 2014 •

Regulation

Advisers must ask clients 'positive' and 'negative' questions to appease the FCA - Zurich

Advisers have to probe clients with both ‘positive' and ‘negative' questions to meet the regulator's expectations about assessing attitude to risk, according to Zurich strategic partner specialist Andy Woollon.

clock 28 January 2014 •

Regulation

FSCS will consider Arch Cru claimaints that shunned redress scheme

The Financial Services Compensation Scheme (FSCS) said it would consider accepting claims from investors who have opted out of the Arch Cru redress scheme.

clock 28 January 2014 •

Investment

Ex-New Star man Skinner rejoins Duffield at Brompton

John Duffield has hired former colleague Mark Skinner as an adviser to develop Brompton Asset Management's retail business.

clock 28 January 2014 •

Wrap/platforms

Cofunds: Mixed Investment 20-60% Shares bestselling sector in 2013

Mixed Investment 20-60% Shares was the best-selling sector on Cofunds in 2013, according to figures released today.

clock 28 January 2014 •

Your profession

Towergate to provide IFA services in West Brom building society branches

The West Bromwich building society is partnering with Towergate Financial to provide customers with independent financial planning and advice services in branch.

clock 28 January 2014 •

Economics / Markets

Annual UK GDP growth hits six-year high after Q4 figures

UK GDP rose by 0.7% in Q4, according to an initial estimate from the Office for National Statistics, with growth for the year as a whole rising at its fastest rate since 2007.

clock 28 January 2014 •

Tax Planning

Tax efficient investing: How to select the right product

Join us for a live webinar on 29 January about tax efficient investing, with a particular focus on venture capital trusts (VCTs) and Enterprise Investment Schemes (EISs).

clock 28 January 2014 •

Whole of Life

L&G increases underwriting limits for life and CI

Legal & General (L&G) is increasing the underwriting limits across its life insurance and critical illness (CI) products among other changes to its protection proposition.

clock 28 January 2014 •
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