Zurich launches UK adviser platform with multi-application tool

Zurich launches UK adviser platform with multi-application...

Insurance giant Zurich has launched a protection platform where UK advisers can apply for multiple policies in one application.

Published : 5, Jan 2017
Clients unaware of risk of passive investing, say UK advisers

Clients unaware of risk of passive investing,...

Around 60% of financial advisers in the UK have concerns that clients are unaware of the risks of passive investing which tracks a market-weighted index or portfolio, according to a new survey by Natixis Global Asset Management.

Published : 29, Sep 2016
UK advisers warned of ‘inappropriate influence’ of introducers

UK advisers warned of ‘inappropriate influence’...

The Financial Conduct Authority (FCA) has voiced concerns about the “inappropriate influence” that unauthorised introducers have on investment choices made by UK advisers, revealing that it has seen a growing number of cases where client pensions are being transferred into unregulated high risk products.

Published : 3, Aug 2016
Three UK advisers arrested in £132m tax-dodging fraud

Three UK advisers arrested in £132m tax-dodging...

Three UK tax advisers have been arrested as part of a HM Revenue & Customs (HMRC) investigation into a suspected £132m ($173m, €157m) fraud involving offshore trusts.

Published : 21, Jul 2016
UK should apply brakes on further tax reform, OMW says

UK should apply brakes on further tax reform,...

Old Mutual Wealth is calling on the UK government to halt any further plans for pension reform despite a recent survey by the life insurer suggesting that changes to tax relief would not discourage retirement saving.

Published : 20, Jul 2016
UK advisers working longer hours, charging £157 per hour

UK advisers working longer hours, charging £157...

More than a quarter of UK financial advisers are working longer hours, charging an average hourly rate of £157 ($226, €199), according to research from British insurer Prudential.

Published : 7, Jun 2016
Confidence in UK advisers rises 40% since RDR

Confidence in UK advisers rises 40% since RDR

Trust and confidence in financial advisers in the UK has risen by 40% since the introduction of the Retail Distribution Review (RDR), research from the Personal Finance Society (PFS) shows.

Published : 1, Jun 2016
Half of UK advisers offer clients 24hr portfolio access

Half of UK advisers offer clients 24hr portfolio...

Half of UK financial advisers now offer their clients 24-hour access to their investment portfolios, more than double the number that provided the same service last year, according to a new report by ratings and research agency Financial Express (FE).

Published : 27, May 2016
Half of UK advisers turn away 5 clients every month

Half of UK advisers turn away 5 clients every...

Almost half of British financial advisers have turned away up to five potential customers in a month, while one in 10 has rejected six or more people, according to a new study by Prudential.

Published : 3, May 2016
FCA warns advisers against provider-paid for rugby matches

FCA warns advisers against provider-paid for rugby...

The Financial Conduct Authority (FCA) has warned financial advisers in the UK to stop attending hospitality events such as rugby matches, often put on by investment firms looking to sell them products, as it may create conflicts of interest.

Published : 19, Apr 2016
AFH drops bid for Lighthouse over ‘limited growth prospects’

AFH drops bid for Lighthouse over ‘limited growth...

IFA consolidator AFH has pulled out of a potential bid to acquire Lighthouse as it sees "limited growth prospects" for the national advice firm.

Published : 23, Mar 2016
UK pension advisers ‘caught out’ by unexpected Sipp charges

UK pension advisers ‘caught out’ by unexpected...

More than a third of pension advisers in the UK admit that they have been ‘caught out’ by unexpected charges on self-invested personal pension (Sipp) wrappers, research by retirement specialists Momentum Pensions shows.

Published : 23, Mar 2016

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