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Opinion

uncategorised

Sending a Cable on financial advisers

In response to the Which? research on financial advice - Which? points finger at adviser failings - and comments by LibDems treasury spokesman, Chris Marsham of C&M Financial Services in Newton Abbot, says:

clock 11 September 2006 •

Technology

What have you done today to make you feel proud?

Well if you have just returned from two weeks in the sun, the answer is likely to be "Not much. I had more than 200 emails waiting for me".

clock 11 September 2006 •

Your profession

Tackling TCF shouldn't be difficult

Aside from starting to build the Nucleus business and checking out Emily Perryman's latest beer unit count, the main areas of interest in my regular IFAonline blog are likely to now be just the regulatory approach to wrap and the evolving thoughts of...

clock 08 September 2006 •

Investment

Is early planning too much to ask?

Inheritance tax and estate planning is an issue which is getting more attention following the changes made to trusts in March.

clock 07 September 2006 •

Protection

There are pros and cons to buying online

As a fan of horror movies both new and old (I count ‘The Wicker Man', ‘The Shining' and ‘Saw' among my favourites), I popped into my local big brand record/DVD shop a few weeks ago to buy the Tarantino funded ‘Hostel', which looks rather gory but I never...

clock 07 September 2006 •

Investment

There's public surprise I like pensions

I like working in pensions. This completely amazes people who are not connected with the industry, but it's true. Part of what I like is that things are constantly changing and there's always something different to talk about.

clock 07 September 2006 •

Offshore Investment

Two myths exposed by three events

Are these events related? The European Savings Directive does not generate as much revenue as was expected; investigation into Barclays' offshore accounts reveals poor declaration of offshore accounts, and there is a strong increase in the amount of money...

clock 06 September 2006 •

Investment

Was it better in 'the old days'?

We are approaching the 20th anniversary of the Financial Services Act and I find myself reflecting on the achievements and failures of legislation and regulatory bodies to which it has delegated its powers.

clock 05 September 2006 •

Your profession

A year in the world of IFAs

My first year as a journalist on IFAonline has seen an influx of emails from readers expressing their thoughts - or more often their anger - about fees, claims management companies, the FSA and many other issues affecting their business.

clock 05 September 2006 •

uncategorised

Tackling public confusion on advice

In response to Martin's Bamford's blog -   The public is very confused - Adrian Kidd from Mintzone, London, says:

clock 05 September 2006 •
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