IFA Forum

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IFA claims providers used tough tactics IFA claims providers used tough tactics by	3 replies 117 views 0 likes	Anonymous 11 Nov 2011
IFA wins High Court battle over client ownership IFA wins High Court battle over client ownership by	2 replies 55 views 0 likes	Anonymous 3 Nov 2011
Pensions Bill amends leave IFAs in ‘a mess’ Pensions Bill amends leave IFAs in ‘a mess’ by	1 replies 4 views 0 likes	Anonymous 1 Nov 2011
FSA to overhaul IFA regulatory fees FSA to overhaul IFA regulatory fees by	3 replies 45 views 0 likes	Anonymous 31 Oct 2011
IFAs must prove extra knowledge IFAs must prove extra knowledge by	1 replies 53 views 0 likes	Anonymous 28 Oct 2011
Many advisers ‘dying on altar of independence’ Many advisers ‘dying on altar of independence’ by	1 replies 20 views 0 likes	Anonymous 27 Oct 2011
IFA wins High Court battle over client ownership IFA wins High Court battle over client ownership by	1 replies 7 views 0 likes	Anonymous 27 Oct 2011
FSA Authorisation Process? FSA Authorisation Process? by Anonymous	4 replies 61 views 0 likes	Anonymous 26 Oct 2011
Law firm launches action against IFAs over Arch Cru advice Law firm launches action against IFAs over Arch Cru advice by	1 replies 12 views 0 likes	Anonymous 21 Oct 2011
Gay backs adviser longstop Gay backs adviser longstop by	1 replies 14 views 0 likes	Anonymous 21 Oct 2011
Tribunal rules self-employed IFA has employed status Tribunal rules self-employed IFA has employed status by	2 replies 18 views 0 likes	Anonymous 20 Oct 2011
Post Office to beat IFAs’ insurance quotes Post Office to beat IFAs’ insurance quotes by	4 replies 57 views 0 likes	Anonymous 19 Oct 2011
IFA's woes mount as property venture faces losses IFA's woes mount as property venture faces losses by	1 replies 27 views 0 likes	Anonymous 18 Oct 2011
Tax changes boost corporate opportunities for IFAs Tax changes boost corporate opportunities for IFAs by	1 replies 3 views 0 likes	Anonymous 18 Oct 2011
Sole trader to Ltd Company Sole trader to Ltd Company by Anonymous	12 replies 150 views 0 likes	Anonymous 17 Oct 2011
Repayment vehicle treatment wrt Benefits Repayment vehicle treatment wrt Benefits by	0 replies 6 views 0 likes	Anonymous 17 Oct 2011
IFAs leaving it too late to implement adviser charging, says FSA IFAs leaving it too late to implement adviser charging, says FSA by	1 replies 19 views 0 likes	Anonymous 17 Oct 2011
How to protect your clients' assets against inflation How to protect your clients' assets against inflation by	1 replies 5 views 0 likes	Anonymous 17 Oct 2011
FSCS targets IFAs in legal bid to recover Keydata costs FSCS targets IFAs in legal bid to recover Keydata costs by	1 replies 8 views 0 likes	Anonymous 13 Oct 2011
FSA imposes restrictions on IFAs who sold Keydata FSA imposes restrictions on IFAs who sold Keydata by	1 replies 10 views 0 likes	Anonymous 6 Oct 2011
AWD warns of impending exam ‘bottlenecks’ AWD warns of impending exam ‘bottlenecks’ by	1 replies 8 views 0 likes	Anonymous 6 Oct 2011
Self-auditing IFAs could face HMRC tax swoop Self-auditing IFAs could face HMRC tax swoop by	1 replies 7 views 0 likes	Anonymous 6 Oct 2011
Three quarters of clients unaware of trail Three quarters of clients unaware of trail by	5 replies 168 views 0 likes	Anonymous 6 Oct 2011
Mrs Claypole....... Mrs Claypole....... by	5 replies 75 views 0 likes	Anonymous 5 Oct 2011
Twenty-five firms achieve IFP accredited status Twenty-five firms achieve IFP accredited status by	1 replies 3 views 0 likes	Anonymous 5 Oct 2011
IFAs predict FTSE plummet in confidence crash IFAs predict FTSE plummet in confidence crash by	1 replies 8 views 0 likes	Anonymous 4 Oct 2011
Lighthouse boosts profits as group expels 'less productive' advisers Lighthouse boosts profits as group expels 'less productive' advisers by	1 replies 65 views 0 likes	Anonymous 26 Sep 2011
Disgraceful and misleading reference to trail commission... Disgraceful and misleading reference to trail commission... by	8 replies 447 views 0 likes	Anonymous 23 Sep 2011
FSA cancels two IFAs' permissions FSA cancels two IFAs' permissions by	2 replies 105 views 0 likes	Anonymous 20 Sep 2011
newly qualified advisor advice newly qualified advisor advice by	12 replies 251 views 0 likes	Anonymous 19 Sep 2011
Scot Prov signs up Dragons Den star to front IFA roadshow Scot Prov signs up Dragons Den star to front IFA roadshow by	2 replies 28 views 0 likes	Anonymous 16 Sep 2011
Fos: IFAs would be worse off if long-stop introduced Fos: IFAs would be worse off if long-stop introduced by	1 replies 4 views 0 likes	Anonymous 16 Sep 2011
Rockingham IFA fined £35k for exposing retirees to unsuitable advice Rockingham IFA fined £35k for exposing retirees to unsuitable advice by	1 replies 6 views 0 likes	Anonymous 15 Sep 2011
Fos looks into Standard Life Isa transfer case Fos looks into Standard Life Isa transfer case by	1 replies 5 views 0 likes	Anonymous 15 Sep 2011
IFA pulls out of sale and rent back market after FSA visit IFA pulls out of sale and rent back market after FSA visit by	1 replies 16 views 0 likes	Anonymous 8 Sep 2011
Rutland-based IFA reveals how to spot rip-off advice Rutland-based IFA reveals how to spot rip-off advice by	5 replies 149 views 0 likes	Anonymous 7 Sep 2011
LV= to change marketing material after IFA client poaching concern LV= to change marketing material after IFA client poaching concern by	1 replies 13 views 0 likes	Anonymous 3 Sep 2011
Adviser disbelief over Fos decision in churning case Adviser disbelief over Fos decision in churning case by	1 replies 40 views 0 likes	Anonymous 1 Sep 2011
Anyone work for, or worked for Royal London in the past? Anyone work for, or worked for Royal London in the past? by	0 replies 0 views 0 likes	Anonymous 31 Aug 2011
Aviva protection boss says IFAs are vital Aviva protection boss says IFAs are vital by	1 replies 4 views 0 likes	Anonymous 31 Aug 2011