eValue's Moss says risk assessment will be critical post-Budget

Wednesday, 14 May 2014
Articles
eValue website
eValue strategy director Bruce Moss has told a London conference that assessing client risk will be more important in the post-Budget world where annuities are no longer necessary.
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FCA's Percival warns about 'shoehorning' clients into CIPs

Wednesday, 14 May 2014
Articles
FCA's Rory Percival
FCA technical specialist Rory Percival has warned that advisers and planners should be way of adopting a "one size fits all" approach when it comes to using Centralised Investment Propositions (CIPs).
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Parmenion says regulation will nudge advisers towards CIPs

Wednesday, 08 May 2013
Articles
Richard Mein of Parmenion
Parmenion believes pressures from the RDR and recent platform rulings will see more firms moving to centralised investment propositions. Read more...

Ascentric polls finds advisers supportive of CIPs

Monday, 15 October 2012
Articles
Mike Morrow, sales and marketing director at Ascentric
Wrap platform Ascentric, a sponsor of the Institute of Financial Planning, has found strong support from advisers for centralised investment propositions. Read more...
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