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IFA

Adviser / Broking

Adviser workshops on estate planning launched

Workshops to help advisers understand risks associated with helping elderly clients plan for later life will be held across the UK in October and November.

clock 20 October 2014 •

Group PMI

Group life advice: Are you being served?

The advice market for group protection products is changing rapidly. But are providers a help or a hindrance, asks Nigel Hartley.

clock 02 September 2014 • 6 min read

Individual Protection

Risk Clinic: How to secure successful protection sales?

I'm an IFA struggling to get clients to commit to taking out cover. How do I secure successful protection sales?

clock 22 August 2014 • 4 min read

Marketing

Converting the UK to conversion options

How could we quickly increase volume in the UK protection market by 5%? Mick James looks to conversion options as a possible answer.

clock 21 August 2014 •

Regulation

Most IFA owners 'would sell early for right price'

Almost two-thirds of advice firm owners would sell up early for the right price, a poll has found.

clock 23 May 2014 •

Marketing

When science fiction becomes science fact

There is a chance that not only will stem cell therapy enter the mainstream, but that IFAs will be advising on it. As a pilot opens in the UK, Sue Wilkinson outlines the case.

clock 06 May 2014 • 5 min read

Regulation

European advisers have it easier - Zurich Life

Financial advisers operating in Europe are less strictly regulated than their UK counterparts yet consumers are still afforded the same degree of protection, according to Zurich Life government affairs principal Matt Connell.

clock 26 February 2014 •

Individual Protection

Intrinsic adopts LifeQuote as new protection option

Intrinsic Financial Services has announced that all 3,000 advisers across the Group will have the option to use LifeQuote from 3rd February 2014.

clock 31 January 2014 •

Regulation

Sesame confirms it will drop IFA mandate and go restricted

Network Sesame has confirmed that it is planning to drop its independence mandate for investment and pension advice and move to a ‘whole of market' restricted proposition in 2014.

clock 06 November 2013 •

Regulation

FCA 'at odds' with IFAs over independence definition

The Financial Conduct Authority's (FCA) current stance on the definition of independence is at odds with the views of up to half of the IFA community, according to research.

clock 04 November 2013 •
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