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Adviser / Broking

Employee Benefits

Employers set to see more explicit adviser services and price

Employee benefit advisers are becoming much more explicit on service and price in light of the fast-moving employer environment, Aviva has said.

clock 01 March 2013 •

Adviser / Broking

Hard sell: Two in five clients still decline cover after explanation

Two out of five clients will decline taking out life cover even after full explanation of the insurance and its benefits, a chartered financial planner has said.

clock 28 February 2013 •

Individual Protection

Blog: Simply turning adviser protection business on its head

The positive side to G-Day was definitely that we saw the need to carry out full reviews of all our clients, making them aware of the implications of G-Day and getting their policies on risk before premiums went up. This meant that we had a lot of business...

clock 27 February 2013 • 2 min read

Adviser / Broking

Financial services executives expect smaller pay rises

Executives in the global financial services sector are anticipating smaller salary increases this year compared to 2012, new data from Mercer reveals.

clock 22 February 2013 •

Regulation

FSA confirms Direct Sharedeal FSCS claims will fall on advisers

The Financial Services Authority (FSA) has confirmed that claims at the Financial Services Compensation Scheme (FSCS) relating to failed stockbroker Direct Sharedeal - which could total £13m - will be paid for by investment advisers.

clock 21 February 2013 • 1 min read

Adviser / Broking

Blog: The manner of the coalition's LTC answer is alarming

The Dilnot report in July 2011 recommended a cap on individual care fee funding of £35,000 for individuals with assets of more than £100,000.

clock 18 February 2013 •

Regulation

FSA reveals 11.5% drop in adviser numbers since 2011

The Financial Services Authority (FSA) has revealed that the number of advisers practising in the summer of last year was down 11.5% on the previous year, a fall of more than one in ten.

clock 14 February 2013 • 1 min read

Insurer

Insurers have dark-ages attitude to technology - adviser

An online quoting system has reported that all consumers look at more than one protection product area when considering cover.

clock 14 February 2013 •

Regulation

FSA finds product lapse rates lower among IFAs

Consumers are less likely to surrender on some life and pensions products if they were sold to them by an IFA, data collected by the Financial Services Authority (FSA) suggests.

clock 13 February 2013 •

Adviser / Broking

HMRC secures tax evasion guilty plea from ex-Honister IFA

A former Honister Partners adviser has pleaded guilty to evading tax in a case brought by Her Majesty's Revenue & Customs (HMRC).

clock 11 February 2013 •
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