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Platforms policy – what a mess!

Platforms policy – what a mess!

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1 replies
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Last User to Post in this topic Anonymous
4 Mar 2013

“FSA definition means… anything that is whole of the market, minus just one option, must be restricted.” Are you prepared to risk it?

“FSA definition means… anything that is whole of the market, minus just one option, must be restricted.” Are you prepared to risk it?

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3 replies
122 views
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Last User to Post in this topic Anonymous
1 Mar 2013

Another IFA ordered to compensate client over Keydata investment

Another IFA ordered to compensate client over Keydata investment

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1 replies
99 views
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Last User to Post in this topic Anonymous
26 Feb 2013

IFA receiving compensation from providers over RDR readiness?

IFA receiving compensation from providers over RDR readiness?

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1 replies
34 views
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Last User to Post in this topic Anonymous
26 Feb 2013

Do IFAs act as though restricted anyway?

Do IFAs act as though restricted anyway?

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1 replies
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Last User to Post in this topic Anonymous
20 Feb 2013

RDR a friend of the IFA

RDR a friend of the IFA

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1 replies
91 views
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Last User to Post in this topic Anonymous
14 Feb 2013

Why ignore Dilnot?! "How can this succeed?"

Why ignore Dilnot?! "How can this succeed?"

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1 replies
16 views
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Last User to Post in this topic Anonymous
14 Feb 2013

Which Back-office system

Which Back-office system

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4 replies
148 views
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Last User to Post in this topic Anonymous
13 Feb 2013

Product lapses less likely if sold by an IFA

Product lapses less likely if sold by an IFA

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1 replies
15 views
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Last User to Post in this topic Anonymous
13 Feb 2013

Social Care Bill - people to be referred to financial advisers

Social Care Bill - people to be referred to financial advisers

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2 replies
17 views
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Last User to Post in this topic Anonymous
12 Feb 2013

Who ‘owns’ IFA clients?

Who ‘owns’ IFA clients?

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1 replies
44 views
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Last User to Post in this topic Anonymous
12 Feb 2013

Trail – moral hazard?

Trail – moral hazard?

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1 replies
29 views
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Last User to Post in this topic Anonymous
6 Feb 2013

A level students as para-planners then advisers

A level students as para-planners then advisers

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1 replies
19 views
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Last User to Post in this topic Anonymous
5 Feb 2013

Are you an IFA or a counsellor?

Are you an IFA or a counsellor?

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1 replies
33 views
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Last User to Post in this topic Anonymous
4 Feb 2013

You’re out! Failed to treat customers fairly

You’re out! Failed to treat customers fairly

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4 replies
216 views
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Last User to Post in this topic Anonymous
24 Jan 2013

RDR ‘stranded?’ – Work based assessment route avail

RDR ‘stranded?’ – Work based assessment route avail

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2 replies
101 views
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Last User to Post in this topic Anonymous
22 Jan 2013

Harlequin SIPP

Harlequin SIPP

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1 replies
70 views
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Last User to Post in this topic Anonymous
21 Jan 2013

IFA sued for £500K

IFA sued for £500K

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1 replies
60 views
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Last User to Post in this topic Anonymous
14 Jan 2013

Wanted – 60 IFA firms

Wanted – 60 IFA firms

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1 replies
59 views
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Last User to Post in this topic Anonymous
14 Jan 2013

The top selling consumer funds

The top selling consumer funds

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1 replies
12 views
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Last User to Post in this topic Anonymous
8 Jan 2013

Anyone using True potental llp platform or has joined their DA unit ?

Anyone using True potental llp platform or has joined their DA unit ?

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3 replies
62 views
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Last User to Post in this topic Anonymous
7 Jan 2013

Financial Adviser leaves lottery winner with losses

Financial Adviser leaves lottery winner with losses

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1 replies
32 views
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Last User to Post in this topic Anonymous
7 Jan 2013

investment charge

investment charge

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8 replies
117 views
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Last User to Post in this topic Anonymous
19 Dec 2012

IFAs – Be aware of clauses when joining AR firms

IFAs – Be aware of clauses when joining AR firms

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12 replies
393 views
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Last User to Post in this topic Anonymous
14 Dec 2012

Will IFAs be forced to deal with corporate pensions?

Will IFAs be forced to deal with corporate pensions?

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1 replies
13 views
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Last User to Post in this topic Anonymous
7 Dec 2012

ifs AFA examination

ifs AFA examination

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11 replies
155 views
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Last User to Post in this topic Anonymous
5 Dec 2012

London based IFA named fourth fastest growing firm in UK

London based IFA named fourth fastest growing firm in UK

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1 replies
24 views
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Last User to Post in this topic Anonymous
3 Dec 2012

IFA fee transition a ‘challenge’ with no back up funds

IFA fee transition a ‘challenge’ with no back up funds

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1 replies
32 views
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Last User to Post in this topic Anonymous
30 Nov 2012

Low-cost ‘digital IFA’ service launched - is it a threat?

Low-cost ‘digital IFA’ service launched - is it a threat?

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2 replies
47 views
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Last User to Post in this topic Anonymous
22 Nov 2012

IFA’s churning caused network to collapse

IFA’s churning caused network to collapse

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1 replies
85 views
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Last User to Post in this topic Anonymous
16 Nov 2012

lighthouse financial

lighthouse financial

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0 replies
73 views
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Last User to Post in this topic Anonymous
8 Nov 2012

IFA seeks new rules for DIY investors

IFA seeks new rules for DIY investors

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4 replies
50 views
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Last User to Post in this topic Anonymous
2 Nov 2012

What percentage of your clients would recommend you?

What percentage of your clients would recommend you?

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1 replies
14 views
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Last User to Post in this topic Anonymous
23 Oct 2012

Bank ‘advisers’ have fewer clients than IFAs!

Bank ‘advisers’ have fewer clients than IFAs!

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1 replies
20 views
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Last User to Post in this topic Anonymous
23 Oct 2012

Virgin: Prizes for your feedback

Virgin: Prizes for your feedback

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2 replies
41 views
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Last User to Post in this topic Anonymous
22 Oct 2012

Will Writing will be a no-no for IFAs!

Will Writing will be a no-no for IFAs!

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29 replies
652 views
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Last User to Post in this topic Anonymous
16 Oct 2012

FSA: RDR = 6.2% loss of advisers already!

FSA: RDR = 6.2% loss of advisers already!

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3 replies
133 views
0 likes
Last User to Post in this topic Anonymous
16 Oct 2012

Income Replacement schemes

Income Replacement schemes

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6 replies
65 views
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Last User to Post in this topic Anonymous
2 Oct 2012

going rate?

going rate?

by Anonymous

3 replies
79 views
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Last User to Post in this topic Anonymous
26 Sep 2012

RDR FAILS?

RDR FAILS?

by Anonymous

15 replies
219 views
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Last User to Post in this topic Anonymous
24 Sep 2012