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Annual review published
COVER magazine is hosting a live webinar titled Improving health and wellbeing in the workplace in association with Bupa on the 10th of May 2017.
'Exceptional technical implementation challenges'
A Money Advice Service (MAS)-backed strategy to boost the financial capability of the nation has launched today, following research which suggested a bleak picture of the nation's financial understanding.
FCA's acting CEO addresses Mansion House City Banquet
The Financial Conduct Authority (FCA) has announced plans to remove a number of what it said are "ineffective communication requirements" from its handbook for firms.
Citizens Advice identifies not one, but four advice 'gaps'
COVER Magazine has launched a new mobile ‘live' app that continually updates with all of our articles they are published online.
Positive Solutions has reappeared in the Financial Ombudsman Service's (FOS) list of the top five most complained about advice firms.
The Insurance Surgery has been bought out by the management from founder Paul Mellor, funded by Seneca Partners' Special Situations Fund.
VitalityLife has launched a Business Consultant Talent Academy to increase their number of business consultants offering support for advisers, with the first eight graduating this month.
LifeQuote has launched a service to help borrowers who would otherwise dismiss protection as unaffordable due to cash flow pressures resulting from the Mortgage Market Review (MMR).
IRESS has introduced their XPLAN Mortgage tool, with the mortgage module launching first.
A petition is demanding soon-to-be acting head of the Financial Conduct Authority (FCA) Tracey McDermott enact an independent review of advice firm regulation, after an IFA was forced to pay a 320% increase in his Financial Services Compensation Scheme...
All advisers surveyed for a report by Epoq Legal supported insurers doing more to remind clients about added benefits in their ongoing communications and marketing.
Justin Taurog discusses case studies that show the value of inheritance tax.
An audience with John Ritchie, offering market observations and looking at opportunities for advisers in the market.
Tenet Group has confirmed it will expand its protection proposition with its advisers now having the option of using LifeQuote's comparison and illustration tools.
In the second part of this An Audience With, John Ritchie looks at key service indicators, why Ellipse are publishing them and what it means for advisers.
In addition to its website redesign, LV= has also switched its adviser telephone services to Freephone numbers, and appointments for its teleinterview service can now be made online.
Gavin Shay, head of partnership development at AXA PPP healthcare, looks at the role healthcare can play in an adviser's portfolio.
National independent advisory business Wren Sterling has reached an agreement with Darlington Building Society to offer in-branch financial planning services to the group's customers.
OneFamily, the brand for the combined Engage Mutual and Family Investments business, has called on advisers to help direct families to financial support they may be entitled to.