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Latest News - Jack Gilbert

IFAs attack providers' 'irresponsible' DB transfer offers

Jack Gilbert asks how much DB transfers are aiding providers’ asset inflows, and whether offers of free services and seminars are in advisers’ best interests.

Skerrits offers model portfolios to other IFAs

Skerritt Consultants is turning five of the model portfolios it runs into mutual funds to make them available to other IFAs and the general public.

HMRC backs down in landmark £620k VAT advice fee case

HMRC asks three advice firms to pay back uncharged VAT on advice fees, reopening the issue of intermediation.

'Prost!' True Potential offers advisers boozy Berlin trip incentive

True Potential advisers have been offered the chance to win a place at a conference in Berlin, if they have written enough business on the company's platform.

Standard Life integrates direct sales arm into 1825

Edinburgh headquartered Private Client Management is set to become fully integrated into 1825 by December.

Ex-Towry advice head Porteous joins Old Mutual Wealth

Porteous will focus on ensuring Old Mutual's client proposition across multiple divisions is improved.

FSCS declares DFM which managed £86m in default

Collapsed DFM Strand Capital has been declared in default by the FSCS opening the door to payouts.

'Cheaper than Hargreaves': new service for IFAs' inactive clients

The service is billed as a low-cost option for clients who no longer need face-to-face advice and is 'substantially cheaper than Hargreaves Lansdown'.

FCA continues exit fee investigation into 5 insurers; drops one firm

Police Mutual investigation ended but the regulator continues looking at five firms.

Mattioli Woods sets aside £900k for HMRC in-specie tax fight

The Sipp provider warns the bills for other players could be ‘significantly’ higher.

Video pick
Play Retreat 2017: How advisers approach DB transfers

Retreat 2017: How advisers approach DB transfers

Three advisers told New Model Adviser® at the 2017 Retreat how the approach the growing demand for DB pension transfers.

11 Comments Play Retreat 2017: We can't risk undermining pensions with DB scandal

Retreat 2017: We can't risk undermining pensions with DB scandal

LEBC public policy director Kay Ingram sets out her concerns about DB pension transfers.

NMA Profile
Adviser Profile: Ed Fairey of Fairey Associates

Adviser Profile: Ed Fairey of Fairey Associates

Ed Fairey took a colourful road to financial advice but his firm, Fairey Associates, has made all the right moves to this week achieve chartered status