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Opinion

Your profession

Blog: Time for IFAs to grab ex bank clients

News Barclays is to close its financial planning arm should be seen as a major opportunity for IFAs to attract clients who can no longer rely on their bank for advice.

clock 26 January 2011 •

Your profession

Blog: Will the FSA's product plans protect consumers?

The recent discussion paper on product intervention is basically a 75-page confession by the FSA of its many failings in the retail market.

clock 25 January 2011 •

RDR

Blog: FSA shrouds the simple in goobledygook

The Plain English Campaign (PEC) has been fighting gobbledygook, jargon and misleading public information since 1979. Judging by last week's RDR professionalism paper it still has work to do at the FSA.

clock 24 January 2011 •

Structured Products

Awards designed to recognise and reward

Like most people involved in financial services over the past 15 years or so, it would be fair to say that I had become somewhat cynical of industry award ceremonies and the manner in which awards were accredited to the winners.

clock 21 January 2011 •

Your profession

Time for a radical shake-up of shopping around

Another year and yet another guide on how to encourage retirees to shop around before buying an annuity.

clock 20 January 2011 •

Regulation

Blog: FSA gets tough on client suitability

Firms have not changed the way they assess clients’ suitability in 20 years, but new guidance from the FSA pulls no punches, writes Bob Freeman, vice-president of Voyant UK

clock 20 January 2011 •

Individual Protection

Hudson: Fight for Holloway products not over yet

Paul Hudson, CEO of Cirencester Friendly, welcomes recent FSA proposals to exempt certain Holloway-style protection products from the RDR's fee-charging and professionalism rules, but insists there is still work to be done.

clock 20 January 2011 •

Your profession

Does Barclays' £7.7m fine spell trouble for the big boys?

Barclays tore up every TCF rule in the book to flog the two Aviva funds linked to today's record-breaking FSA fine. But shockingly, this is not an isolated case of negligent advice from major financial institutions and the big question is who will be next in the firing line?

clock 18 January 2011 •

Mortgages

Blog: Lenders' MMR costs could reshape the industry

A hefty bill awaits

clock 18 January 2011 •

uncategorised

Blog: Fear pension regulations, not the elderly

Can we really afford our pensions system afer all?

clock 14 January 2011 •
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