News by: William Robins
Imelda de Bruin's favourite bit of technolgoy is Prestwood cash flow planning.
Later life advisers are having to grapple with two announcements made by the government, that together could spell difficulties for clients in older age.
An IFA has left the advice sector to set up an outsourced paraplanning firm that specialises in inheritance tax (IHT) and trusts.
As small employers implement auto-enrolment for their staff, we ask providers about their workload, their offerings and their changes.
New Model Adviser® magazine published its 400th issue this week. Our star profile photo shoots are what makes our covers shine, so here we take a look back over the past 399 covers and pick out 10 of the best. In no particular order they are...
Matthew Cook of Flat Rate Financial Services enjoys solving problems and keeps things simple with Excel.
The argument that you had to buy an annuity and there was no return from it was never quite true, but people won’t be buying Lamborghinis either.
The Co-operative Bank has revealed a £1.3 billion loss for the last 12 months, and said it has unearthed further ‘conduct and legal issues’.
The Association of British Insurers is to merge its investment affairs division with the INvestment Management Association, creating new organisation.
In-house paraplanner Matthew Clegg helps organise Paraplanner Powwows.
Combining auto-enrolment and the reduction of the 55% pension withdrawal tax rate means there will be more pension money washing around the system and more reason to think about how to invest it.
The FCA has confirmed it will be moving offices from Canary Wharf to the Olympic Park site, set to be the UK's new technology hub.
Royal Bank of Scotland is to shut 44 branches, including those that are a town’s only high street bank, in its latest wave of cuts.
Royal London has called on regulators to help develop a 'new form' of at-retirement advice ‘free from provider influence’ to deliver the guidance guarantee.
The Financial Conduct Authority could face legal action from institutional investors after it announced a review into closed-book insurance policies, causing an insurer share sell-off.
A boiler room fraudster has been headed an extra four years in jail for a scam that took in £1.3 million, for failing to pay a £1 million confiscation order.
Offering pension drawdown as part of a broader holistic plan to fund retirement presents a huge opportunity for advisers willing to take up the challenge.