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.
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.
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.
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