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Charging

Investment

Breakdown: The five investment distribution models (as the FCA sees it)

The FCA's five-strong range of retail investment distribution models (as it sees it)

clock 14 July 2014 • 3 min read

Charging

Fees and fund switches: The top 25 complaints investigated by the Pensions Ombudsman

The ten most common complaints investigated by the Pensions Ombudsman in 2013-2014 excluded queries relating to fees, fund switches and pension liberation, figures show.

clock 11 July 2014 •

Wrap/platforms

Zurich cuts initial platform charge in fee structure revamp

Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.

clock 10 July 2014 • 1 min read

Wrap/platforms

Why the platform price war is causing a headache for advisers

How the platform price war is affecting advisers

clock 10 July 2014 • 8 min read

Wrap/platforms

Zurich: We'll have no part in platforms 'price war'

Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.

clock 04 July 2014 • 2 min read

Investing in the profession

I'll do it my way: Three start-ups discuss charges, business models and the future of advice

Three advisers tell PA why they started their own firms

clock 03 July 2014 • 9 min read

Charging

APFA warns advisers to keep 'record of activity' with Aegon after trail controversy

The Association of Professional Financial Advisers (APFA) has warned advisers to keep a "record of activity with any clients they have with Aegon" after it emerged the Dutch provider had contacted clients to switch-off trail commission.

clock 27 June 2014 •

Investing in the profession

Panacea Adviser unveils independent trail commission guide

Online support service Panacea Adviser has launched a guide to help firms plan their strategies around the switch-off of trail commission.

clock 26 June 2014 •

Charging

Tenet 'confident' about sunset clause implementation

Network and support services firm Tenet has asked platforms for clarity on their legacy commission switch-off plans but said it is "confident" advisers are "on top of" the process.

clock 18 June 2014 •

Charging

2Plan's CEO: We're benefiting from Sesame going restricted

National IFA 2Plan is set to benefit from its rivals moving to restricted propositions as advisers are holding on to the IFA label and looking for a new home, chief executive Chris Smallwood has said.

clock 13 June 2014 •
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