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News

Adviser / Broking

Advisers unswayed by protection policy pricing - Research

Research has shown advisers assess product attributes over any pricing consideration when advising on protection.

clock 15 July 2011 •

Your profession

The week's news...condensed

And five big stories this week were...

clock 15 July 2011 •

Economics / Markets

Bernanke: US risks 'self-inflicted wound' over debt impasse

The Federal Reserve chairman Ben Bernanke has ramped up pressure on Congress to agree on its debt ceiling level, in light of rating agencies S&P's and Moody's threats to cut the US' AAA debt rating.

clock 15 July 2011 •

uncategorised

Pension Ombudsman hit by staff shortage

The Pensions Ombudsman's (PO) team of legal investigators has been understaffed by a third over the last year due to government restrictions on recruitment.

clock 15 July 2011 •

Underwriting

Aviva trims life cover underwriting times

Aviva has reduced the turnaround time for life cover medical evidence assessments with all underwriting decisions now being made within 24 hours.

clock 15 July 2011 •

Your profession

Co-op exits financial advice; 670 roles axed

Co-operative Financial Services (CFS) is exiting the financial advice arena, with the expected loss of 670 field-based advisory roles, it announced today.

clock 15 July 2011 •

uncategorised

Ex-Lloyds adviser MP: IFA sales culture same as banks'

A former Lloyds TSB adviser turned Labour MP has claimed IFAs and bank advisers are all focused on selling products rather than helping clients.

clock 15 July 2011 •

Offshore Investment

Escalating sovereign debt crisis yet to impact UCITS

The latest UCITS sales figures from May 2011 are showing signs of a flight to quality as the sovereign debt crisis bites, but future reports may be more revealing on how investor reactions.

clock 15 July 2011 •

Wrap/platforms

Cautious Managed tops sales on FundsNetwork

Cautious Managed was the most popular IMA sector on FundsNetwork in June, with the Jupiter Merlin Income Portfolio fund the top-selling product.

clock 15 July 2011 •

Technology

Study dissects the best (and worst) financial planning tools

A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.

clock 15 July 2011 •
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