News

Equity release

Andrea Rozario: Looking for certainty in unpredictable times

A new lifetime mortgage was launched every 28 hours in 2020, according to Andrea Rozario. Her new favourite statistic. But the market can go further, she writes

clock 26 May 2021 • 4 min read

Featured

RP case study: Intellectual property and pension planning

Stephen McPhillips delves into a case study featuring intellectual property and pension planning

clock 26 May 2021 • 4 min read

Your profession

Guaranteed returns and 26 complaints: A cold calling campaign that saw £870k in poorly transferred pensions

Cold calls and home visits

clock 26 May 2021 • 5 min read

Your profession

FTRC launches adviser tech information hub

Launched 26 May

clock 26 May 2021 • 2 min read

Investment

IA creates eight new sectors to cater for influx of ETFs

Changes affect 150 funds in the Global and Specialist sectors

clock 26 May 2021 • 1 min read

Companies

Mattioli Woods fuels growth with two major acquisitions

Private equity investor and NW advice business

clock 26 May 2021 • 3 min read

Regulation

FOS complaints data: SIPP gripes top 3,000 with 56% upheld

Complaints data for 2020/21

clock 26 May 2021 • 3 min read

Your profession

FCA removes Cardiff IFA permissions after failure to compensate clients

No PII cover

clock 25 May 2021 • 1 min read

Your profession

Record 650 nominated for PA's Women in Financial Advice Awards 2021: The full list

2021 long list of nominees

clock 25 May 2021 • 16 min read

Your profession

Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

clock 25 May 2021 • 1 min read