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adviser firms

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Revealed: Number of adviser firms in financial difficulty during lockdown

170 regulated firms

  • Adviser / Broking
  • 02 September 2020
Ian Sawyer: Remember when advisers were advisers?
Ian Sawyer: Remember when advisers were advisers?

Part one

  • Adviser / Broking
  • 25 April 2019
New adviser directory nears launch
New adviser directory nears launch

To rival Unbiased and VouchedFor

  • Individual Protection
  • 20 October 2017
Openwork selects LifeQuote for outsourced protection administration
Openwork selects LifeQuote for outsourced protection administration

Openwork has made available LifeQuote's outsourced protection case management to its firms.

  • Individual Protection
  • 06 October 2017
Drewberry Insurance publicises 5-star reviews from clients
Drewberry Insurance publicises 5-star reviews from clients

Drewberry Insurance has become one of the first UK advisers to attract 1,000 independent 5-star reviews from its clients.

  • Income Protection
  • 26 June 2017
Total Recall - Five things you need to know about client call recording
Total Recall - Five things you need to know about client call recording

OPAL Group's Matt Oldham discusses what advisers need to know about client call recording given the Financial Conduct Authority's recent clarification on the rules.

  • Regulation
  • 19 June 2017
COVER Excellence Awards 2017 now open
COVER Excellence Awards 2017 now open

COVER is delighted to announce that the COVER Excellence Awards 2017 have opened for nominations.

  • Individual Protection
  • 04 May 2017
True Potential launches protection partnership with Canada Life
True Potential launches protection partnership with Canada Life

True Potential has launched a new range of protection products in partnership with Canada Life available on the True Potential platform, providing advisers with the 'first end-to-end service of its type'.

  • Individual Protection
  • 04 April 2017
Communicating the realities of claims payout rates
Communicating the realities of claims payout rates

Protection sales still face uphill battle due to public misconception of payout rates, Drewberry Insurance's Tom Conner writes about his firm's recent consumer campaign.

  • Income Protection
  • 12 October 2016
MIFID: LifeQuote expects protection advice calls to be recorded
MIFID: LifeQuote expects protection advice calls to be recorded

LifeQuote has warned that the MIFID requirement for advisers to record phone calls will be replicated in protection.

  • Regulation
  • 04 October 2016
COVER Excellence Awards 2016: Intermediary shortlist revealed
COVER Excellence Awards 2016: Intermediary shortlist revealed

COVER Magazine has revealed the intermediary shortlists for the COVER Excellence Awards 2016 which will be held on Wednesday 5th October 2016 at the London Marriott Hotel, Grosvenor Square.

  • Income Protection
  • 01 August 2016
Intrinsic puts pressure on IFAs following independence audit
Intrinsic puts pressure on IFAs following independence audit

Some advisers did not meet regulatory independence requirements

  • Adviser / Broking
  • 07 June 2016
Sesame hosts protection workshops for advisers
Sesame hosts protection workshops for advisers

Sesame has announced the launch of a new series of protection workshops taking place this summer for its members.

  • Adviser / Broking
  • 31 May 2016
The Right Mortgage & Protection Network announces weekly commissions and referral service
The Right Mortgage & Protection Network announces weekly commissions and referral service

The Right Mortgage & Protection Network has announced that it will be paying commissions on a weekly basis.

  • Individual Protection
  • 20 May 2016
FCA to review advice and mortgage panel deals in new market study
FCA to review advice and mortgage panel deals in new market study

Regulator has concerns about competition in sector

  • Regulation
  • 16 May 2016
Brexit puts 'tens of thousands' of financial jobs at risk, Chancellor warns
Brexit puts 'tens of thousands' of financial jobs at risk, Chancellor warns

Latest Treasury figures

  • Regulation
  • 10 May 2016
Client case study: We didn't think we would ever use our CI policy
Client case study: We didn't think we would ever use our CI policy

Adviser firm Vita shares the experience of a 40 year old client who was diagnosed with breast cancer. When Mrs Duncan took out additional critical illness cover, she never thought she would ever make a claim and discusses the support she received when...

  • Critical Illness
  • 04 May 2016
Old Mutual Wealth makes senior appointments to bolster adviser support
Old Mutual Wealth makes senior appointments to bolster adviser support

Old Mutual Wealth has appointed Ed Peck to lead its UK distribution team in the South West, with Russell Bignall taking the helm in the North West region.

  • Individual Protection
  • 29 April 2016
FSCS lowers total levy to £337m but SIPP advisers see bills rise
FSCS lowers total levy to £337m but SIPP advisers see bills rise

Life and pension advisers face £90m levy demand

  • Regulation
  • 26 April 2016
Vita completes rebrand with new website
Vita completes rebrand with new website

Protection specialist Vita has today launched a new customer-facing website.

  • Income Protection
  • 22 April 2016
FCA issues fresh warning on inducements to advisers
FCA issues fresh warning on inducements to advisers

Regulator clarifies expectations in thematic review update

  • Regulation
  • 18 April 2016
An Asimo for the protection market
An Asimo for the protection market

Space01's Marilyn Cole discusses ‘robo-advice' and how protection intermediaries can benefit from automation.

  • Individual Protection
  • 26 February 2016
FAMR criticised for 'unrealistic' format
FAMR criticised for 'unrealistic' format

Only 20% of advisers responded to FAMR

  • Adviser / Broking
  • 25 February 2016
Adviser complaints drop in second half of 2015
Adviser complaints drop in second half of 2015

Top six advice firms see complaints drop

  • Adviser / Broking
  • 23 February 2016
123

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Critical illness: Seven areas to keep an eye on
Critical illness: Seven areas to keep an eye on
Johnny Timpson to leave Scottish Widows
Johnny Timpson to leave Scottish Widows
MetLife launches simplified income protection policy
MetLife launches simplified income protection policy
DeadHappy to go 'mainstream' following £4.75m investment
DeadHappy to go 'mainstream' following £4.75m investment
Supreme Court 'substantially' rules in favour of BI claimants
Supreme Court 'substantially' rules in favour of BI claimants
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