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News
Nervous advisers are recommending clients stick with their existing pension arrangements, even where there is good reason to transfer, because of the FSA’s “heavy-handed” crackdown on pension switching.
The FSA today said adviser firms' approach to platform systems and controls continues to be a " particular area of concern" as AIFA launched a platforms due diligence guide for members.
The FSA has fined Money Wise IFA £19,600 for compliance failings on investment advice it gave to more than 500 customers using platforms and discretionary portfolios.
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IFAonline | 02 Sep 2010 | 11:00 | Asset Allocation
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25 Aug 2010 | 10:49 |
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Blogs
Highlights from Professional Adviser
With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.
Emma O’Neill, investment research analyst at OBSR, a Morningstar company, compares some of the Europe funds rated by the business.
Events
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The eurozone and US must learn from each other's economic strategies if they want to balance the books and avoid a double dip, MP John Redwood says.
This week: Marianne Weller of Fund Intelligence assesses corporate bond funds
Nationwide's chief economist, Martin Gahbauer, has called the house price falls of the last two months "not an unhealthy development". Do you think further declines in property prices will boost mortgage activity?
Incredibly common, yet little understood by the public, Fergus Bescoby investigates the insurance angle.
Providers are confirming the tax status of their UK ETF ranges, following scrutiny in the media over whether investors incur income tax or capital gains tax rates.
The consultation to end compulsory annuitisation should lead to increased flexibility for retirees. Helen Morrissey asks if this is the case.
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