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A journal providing in-depth coverage of the financial intermediary market for the UK's independent financial advisers and the financial services sector. Topics range from new financial products to new legislation.
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Financial Advisor back issues
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Ruling highlights need of sales tactics probe.
July 2, 2009... Byline: David Pawsey
Barclays Bank's approach to switching clients from one product to another should be probed following a Financial Ombudsman Service provisional ruling against the banking giant, according to an IFA.
Robert Johnsey, adviser for Yorkshire-based IFA Pegasus Portfolio...
Protection sales plummet 15% in eight years.
July 2, 2009... Byline: David Pawsey
Protection sales have fallen dramatically since 2000, according to the 2009 Protection Review.
Speaking at the 2009 Protection Review conference this morning (25 June), which is described as the definitive annual review of the UK's multi-billion pound health and...
Lenders play it safe by sticking to low LTVs.
July 2, 2009... Byline: Joy Dunbar
Credit rating agencies and the FSA's stress-tests are putting lenders off offering high loan-to-value mortgages, according to the Building Societies Association.
Adrian Coles, director general of the BSA, told the Treasury select committee that lenders had to take...
Tripartite turf wars to carry on until elections: FSA.
July 2, 2009... Byline: David Pawsey
Responsibility for macro-prudential regulation will not be decided until an election has been held, according to the FSA.
During the British Bankers' Association international annual conference Angela Knight, chief executive of the BBA, called for a swift...
Sesame to takeover PMS and Bankhall brands.
July 2, 2009... Byline: Catherine Couch
Sesame has confirmed both the Bankhall and PMS brands would survive if it made a binding offer for the two businesses to current owner Skandia, Ivan Martin, executive chairman of Sesame, has confirmed.
On Tuesday afternoon, Sesame confirmed it was in advanced...