News

Sargeant to adviser: Ian Cook on finding a career fit that feels tailor-made

Your profession

Sargeant to adviser: Ian Cook on finding a career fit that feels tailor-made

‘I experienced evacuation from Belize due to an impending hurricane’

clock 27 October 2023 • 4 min read
Advisers must probe the 'why' in clients' financial decisions

Your profession

Advisers must probe the 'why' in clients' financial decisions

‘Most of the time clients do not know themselves’

clock 26 October 2023 • 1 min read
CII chief executive Alan Vallance to step down in 2024

Companies

CII chief executive Alan Vallance to step down in 2024

Vallance: Leading the CII has 'been a privilege'

clock 26 October 2023 • 2 min read
Sesame Bankhall to boost protection offering for advisers

Your profession

Sesame Bankhall to boost protection offering for advisers

Advisers will have access to full protection portfolio

clock 26 October 2023 • 1 min read
DB transfer values hit lowest month-end figure in five years

Your profession

DB transfer values hit lowest month-end figure in five years

XPS Transfer Value Index fell by more than 3% during September

clock 25 October 2023 • 1 min read
CII dispute results in PFS spending £1m on legal and advice costs

Companies

CII dispute results in PFS spending £1m on legal and advice costs

The process of strengthening its governance functions was ‘interrupted'

clock 25 October 2023 • 2 min read
Advisers urged to reconsider psychology in financial planning

Your profession

Advisers urged to reconsider psychology in financial planning

‘The best financial advisers take time to get to know their clients’

clock 25 October 2023 • 1 min read
FCA is managing out smaller firms it does not trust, industry says

Your profession

FCA is managing out smaller firms it does not trust, industry says

‘Consumer Duty regulations mark the end for smaller firms’

clock 25 October 2023 • 2 min read
Compensation falling for ill-advised DB transfers thanks to high gilt yields

Pensions

Compensation falling for ill-advised DB transfers thanks to high gilt yields

Redress has ranged between £100,000 and £150,000 since 2018

clock 24 October 2023 • 1 min read
Appetite for bonds not abating in face of 5% HM Treasury yields

Your profession

Appetite for bonds not abating in face of 5% HM Treasury yields

Yields hit a peak of 5.022% on 23 October

clock 24 October 2023 • 4 min read