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adviser firms

Regulation

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.

clock 04 October 2016 • 2 min read

Income Protection

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.

clock 01 August 2016 • 1 min read

Adviser / Broking

Intrinsic puts pressure on IFAs following independence audit

Some advisers did not meet regulatory independence requirements

clock 07 June 2016 • 3 min read

Adviser / Broking

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.

clock 31 May 2016 • 1 min read

Individual Protection

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.

clock 20 May 2016 • 1 min read

Regulation

FCA to review advice and mortgage panel deals in new market study

Regulator has concerns about competition in sector

clock 16 May 2016 • 2 min read

Regulation

Brexit puts 'tens of thousands' of financial jobs at risk, Chancellor warns

Latest Treasury figures

clock 10 May 2016 • 1 min read

Critical Illness

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...

clock 04 May 2016 • 2 min read

Individual Protection

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.

clock 29 April 2016 • 1 min read

Regulation

FSCS lowers total levy to £337m but SIPP advisers see bills rise

Life and pension advisers face £90m levy demand

clock 26 April 2016 • 1 min read
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