Four major changes will be made to the financial reporting form advisers use to submit annual returns to the FCA, if new proposals launched today are adopted. Read more ...
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FCA proposes changes to Retail Mediation Activities Return
- Friday, 07 March 2014
- Articles
Four major changes will be made to the financial reporting form advisers use to submit annual returns to the FCA, if new proposals launched today are adopted. Read more ...
BlackRock's chief exec: Scrap auto-enrolment opt out
- Friday, 07 March 2014
- Articles
The choice to opt out of auto-enrolment should be scrapped, BlackRock's chief executive has told a major pensions conference.
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Ludlow aims to double funds under management to £1bn
- Friday, 07 March 2014
- Articles
Ludlow Wealth Management Group has announced it is aiming to double its funds under management to £1bn within five years.
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Advisers to be aided in making most of auto-enrolment
- Friday, 07 March 2014
- Articles
Financial advisers will be given advice about making the most of automatic enrolment during an online workshop next week.
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Survey reveals facts on Accredited Financial Planning Firms
- Thursday, 06 March 2014
- Articles
A survey has provided a picture of how the IFP's Accredited Financial Planning firms look compared to other adviser businesses.
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HMRC views on fees replacing trail branded "offensive"
- Thursday, 06 March 2014
- Articles
HMRC views on adviser fees simply being a replacement for trail commission were branded as "offensive" at today's IFP Accredited Firms Annual Conference.
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'Firms turning to apprentices rather than graduates'
- Thursday, 06 March 2014
- Articles
A shift is emerging in recruitment, with businesses looking for young people leaving school rather than university graduates, a conference was told this afternoon.
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IFP award winner reveals Financial Plan secrets
- Thursday, 06 March 2014
- Articles
The head of an IFP award winning firm told conference delegates this morning the secret of not falling the asleep reading the Financial Plan.
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Bank Rate remains the same for five years
- Thursday, 06 March 2014
- Articles
The Bank Rate was maintained at the record low if 0.5% today meaning it is now five years since it changed.
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Private banks lose - planners win, IFP conference hears
- Thursday, 06 March 2014
- Articles
There are potentially great opportunities for advisers and intermediaries with clients who are leaving private banks, delegates at the Accredited Financial Planning Firms Conference were told this morning.
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