UK Adviser
Investment | 15 Jun 15
Troy Trojan joins M&G Recovery in Chelsea ‘DropZone’
Sebastian Lyon, Tom Dobell and Mark Mobius are among the names humbled in Chelsea Financial Services’ latest DropZone of the worst-performing funds over the past three years.
Advisers fear self-select services and investment platforms
Financial advisers see self-select websites and direct investment platforms as their greatest competition going forward, a new poll has revealed.
Retirement | 9 Jun 15
Advisers needing pension transfer qualification triples
The number of UK financial advisers requiring a specialist pension transfer qualification to give advice on transfers is expected to jump significantly as more people make use of the new freedoms.
Retirement | 8 Jun 15
FCA outlines process for dealing with insistent clients
The UK’s financial watchdog has published a paper outlining whether an adviser would be liable for losses when dealing with clients who insist on taking action against their advice.
Retirement | 8 Jun 15
SIPP provider burden eased in new rule change
The Financial Conduct Authority has succumbed to pressure from SIPP providers to make the calculation of capital easier and less costly when new rules comes into force in September next year.