Alan Lakey

Retiring IFA pursued by claims firm over 23-year-old case

IFAonline | 26 Jun 2012 | 15:45

A 74-year-old IFA has put his retirement plans on hold to contest a £250,000 mis-selling case levelled by a claims management company (CMC) - relating to advice given almost a quarter of a century ago.

A penny-saving jar for pensions
alan-lakey

MoJ to meet adviser over claims manager concerns

The Ministry of Justice (MoJ) is meeting an IFA to hear his concerns over claims management companies (CMC) after he said they were unfairly targeting adviser firms.

IFAonline | 17 May 2012 | 13:00
lakey-alan-co

Adviser hits out at FundsNetwork over re-reg limit

An adviser has hit out at platform FundsNetwork for refusing to re-register a client's investments to a rival platform because the value of the transfer was less than £40,000.

IFAonline | 17 Apr 2012 | 10:15

Other Alan Lakey articles

alan-lakey

Claims managers pursuing IFAs over ‘unfounded’ cases

Advisers have criticised the Ministry of Justice (MoJ) for failing to protect firms from invalid mis-selling cases levelled by claims management companies (CMCs).

IFAonline | 16 Apr 2012 | 12:20
Alan Lakey

Lakey launches critical illness website

Alan Lakey has launched a website in an effort to raise consumer understanding of critical illness products and help people compare different policies.

IFAonline | 22 Mar 2012 | 12:52
FSA chief executive Hector Sants

This week’s news… condensed

The pick of this week's articles on IFAonline...

IFAonline | 09 Mar 2012 | 13:31
alan-lakey

Judge rejects judicial review into long-stop

Lobby group Adviser Alliance has had its application for a judicial review into the absence of an industry long-stop rejected – but has vowed to continue the fight for a time-bar on complaints.

IFAonline | 05 Mar 2012 | 12:35
Alan Lakey

Adviser ends passporting interest over agency fears

An outspoken critic of the new qualification requirements for advisers has revealed he considered 'passporting' his business into the UK from Dublin in a bid to bypass the rules.

IFAonline | 05 Jan 2012 | 08:00
Alan Lakey

Adviser lobby group recruiting for directors to take on FCA

Adviser Alliance is looking to take on new directors in a bid to move the organisation to a “new level” where it can challenge the remit of the FCA.

IFAonline | 20 Dec 2011 | 12:29
gill-cardy

Cardy: United voice for advisers is a fallacy

The head of a newly-launched adviser trade body to rival AIFA has rejected industry calls for a “united voice”.

IFAonline | 16 Nov 2011 | 11:59
cover-websize-85

Regulation could drive mutuals 'out of existence' - Exeter

Smaller mutual societies could disappear due to the increasing burden of regulatory costs, Exeter Family Friendly has warned.

Cover | 17 Oct 2011 | 15:21
income-protection

Insurance Week - what did you miss?

Last week, COVER's sister title Mortgage Solutions examined the key issues in the protection industry, with insight and analysis from experts across the sector.

Cover | 10 Oct 2011 | 15:47
Samsung Chromebook keyboard

Provider systems must support clients post sale - advisers

Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.

Cover | 04 Oct 2011 | 12:42

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