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Latest News - Jack Gilbert

Scottish Widows reveals adviser platform plan

Scottish Widows is developing an investment platform for IFAs New Model Adviser® can reveal.

Lloyds chief promises ‘very different’ advice arm

Lloyds Banking Group’s chief executive has claimed the bank’s return to financial advice will be ‘very different’ to the mis-selling of the past and said the ‘booming’ pension freedoms was behind the decision to expand in this market.

One Sipp firm still failing FCA cap ad requirements

One Sipp provider is still failing to meet the FCA's capital adequacy requirements which require Sipps to hold higher amounts of capital.

TPR and police carry out pensions cold-calling investigation

The Pensions Regulator has carried out searches in a joint operation with the police as part of an investigation into pension schemes linked to cold calling.

Platforms keep faith in FNZ despite Aviva's problems

Platforms have restated their faith in technology provider FNZ, despite a series of problems surrounding Aviva's move to technology provided by the company.

1825 deploys ‘retention pots’ in bid to keep advisers

Acquisitive national advice firms such as Standard Life’s 1825 and Ascot Lloyd are extending financial incentives beyond owners to rank-and-file advisers. Some IFAs have welcomed the initiative for advisers 'suddenly subject to instability'.

Troubled DFM hit with fresh client complaints

The Financial Ombudsman Service (FOS) has upheld a claim against troubled wealth firm Beaufort Securities, as it continues to look into a ‘steady stream’ of cases against the company.

Carey Pensions splits Sipps into good and 'distressed' books

Sipp firm Carey Pensions UK has told some members their Sipp will be transferred into a ‘distressed’ book of business which would include ‘members with illiquid non-standard assets'.

British Steel: FSCS prepares to declare Active Wealth in default

The Financial Services Compensation Scheme (FSCS) is preparing to declare the IFA at the centre of the British Steel saga in default.

Old Mutual buys £40m Wiltshire-based IFA

Old Mutual Wealth Private Client Advisers has acquired Wiltshire-based advice firm A&M Financial Services.

Video pick
13 Comments Play 'It had to be a surprise': Webb reveals strategy behind freedoms

'It had to be a surprise': Webb reveals strategy behind freedoms

Speaking to us as we launch our Pension Freedoms MOT series, ex-pensions minister Steve Webb has revealed the strategy behind 2014’s surprise Budget announcement.

2 Comments Play MiFID II tapes: 'We get the regulation we deserve' on risk

MiFID II tapes: 'We get the regulation we deserve' on risk

'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.

NMA Profile
8 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.