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adviser firms

Individual Protection

Video: How advisers can use social media

Unum's Tim Jackson discusses how and why protection advisers should get more involved with using social media.

clock 12 December 2014 •

PMI

Chase Templeton purchases PMI book from IFA

Acquisitive private medical insurance (PMI) intermediary Chase Templeton has announced the completion of three new deals including the purchase of its first PMI book from a financial adviser.

clock 10 December 2014 •

Regulation

FOS rules out charging complainants

The Financial Ombudsman Service (FOS) has ruled out charging "nominal" fees to complainants, agreeing with Parliament's view the service must be free to ensure the public's confidence in it.

clock 09 December 2014 •

Adviser / Broking

Govt abandons nil rate trust band plans

The Chancellor's Autumn Statement has confirmed that the single settlement nil rate band on trusts will not come into effect in April 2015 following consultation responses.

clock 04 December 2014 •

Regulation

New adviser entries outnumber exits by 40% in 2014

The number of advisory businesses entering the industry this year outnumbered those leaving by almost 40%, according to new research.

clock 28 November 2014 •

Regulation

Financial advisers up 5% on eve of RDR levels

The number of financial adviser has risen slightly in the post-Retail Distribution Review (RDR) years, though has dipped since January, new figures have shown.

clock 25 November 2014 •

Critical Illness

CIExpert upgrades site to enhance adviser processes

CIExpert has announced enhancements including the addition of four past providers to the database, meaning advisers can analyse 40 providers with over 250 policies when re-broking an critical illness existing policy.

clock 25 November 2014 •

Insurer

Scottish Widows to offer protection via wrap

Scottish Widows has revealed it is planning to offer protection policies via wrap accounts as the firm makes strides on its return to the adviser market next year.

clock 24 November 2014 •

Adviser / Broking

F&TRC launches new tool for protection advisers

The Finance & Technology Research Centre (F&TRC) has launched a tool for advisers, the Quality Analyser Research and Panel Selection comparison service for protection.

clock 11 November 2014 • 2 min read

Regulation

Unbiased: Hourly advice fees drop 14% to pre-RDR levels

Hourly rates charged by advisers have fallen by 14% over the last year, research by adviser search website Unbiased suggests, putting rates in line with those charged before the Retail Distribution Review (RDR).

clock 10 November 2014 •
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