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Adviser / Broking

Adviser / Broking

Executives fined and banned after insurance mis-selling

The Financial Conduct Authority (FCA) has fined three former senior executives of insurance firm Swinton Group Limited (Swinton) £928,000.

clock 05 November 2014 •

Adviser / Broking

Financial planning firm donates to good causes

Chartered financial planning firm, Almary Green, is celebrating its business success by giving away more than £10,000 to good causes.

clock 28 October 2014 •

Adviser / Broking

Advisers: Time to get a handle on false complaints

As a survey on the Financial Ombudsman revealed almost three-quarters of advisers see themselves as the victim of false accusations for compensation, how far is the industry from restoring confidence in the ombudsman system?

clock 27 October 2014 •

Adviser / Broking

Interview: At the advice coalface

Life offices must improve how they support general financial advisers. Plan Money's Pete Chadborn explains the issues to Fiona Murphy

clock 27 October 2014 • 7 min read

Adviser / Broking

Adviser workshops on estate planning launched

Workshops to help advisers understand risks associated with helping elderly clients plan for later life will be held across the UK in October and November.

clock 20 October 2014 •

Adviser / Broking

IFA video responds to Beagle Street's 'dinosaurs' jibe

Independent advice firm Informed Choice has produced a short video in response to life office Beagle Street's 'exhibition' parading IFAs as 'extinct dinosaurs'.

clock 20 October 2014 •

Adviser / Broking

SimplyBiz launches training and competence scheme

SimplyBiz has launched a scheme to help heads of advice firms meet the regulatory requirements around competence and training of their advisers.

clock 16 October 2014 •

Adviser / Broking

Opinion: Why advisers should consider online client meetings

There are five key reasons why health insurance and protection advisers can benefit from undertaking online meetings with their clients says Mikogo's Mark Zondler.

clock 14 October 2014 • 3 min read

Adviser / Broking

Analysis: How advisers place protection business

How do advisers place profitable protection business, UnderwriteMe's Martin Werth has asked in recent research.

clock 09 October 2014 • 2 min read

Adviser / Broking

Royal London in Plain English drive

Royal London has launched a new glossary to help consumers understand financial services jargon and is calling on consumers to help it find words and acronyms which need translation.

clock 07 October 2014 • 2 min read
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