Archive for 2011
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December 6, 2011
Did You Hear About the New CII Exams?
This article is relevant to anyone sitting financial services CII exams. The Chartered Insurance Institute (CII) has recently announced...
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December 4, 2011
Which? fee-free mortgage advice service undercuts brokers
Consumer champion Which? has thrown open their controversial free mortgage advice service to the public. The service is funded...
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November 21, 2011
Savers rely on lotto win instead of saving to fund retirement
Millions face a bleak retirement as they are failing to save enough cash to fund even a modest standard...
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October 24, 2011
Finding an inflation-busting safe haven for savings
Finding a safe financial haven from inflation is the big expectation of IFA clients as the cost of living...
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October 11, 2011
RDR qualification deadline – Sooner than you think
Financial advisers do not have as long as they believe to gain the qualifications they need to keep working...
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August 24, 2011
Financial jargon puts customers off buying insurance
Customers are put off buying insurance because they find financial jargon too confusing, according to new research. Insurance documents...
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August 9, 2011
Euro debt is a major worry for investment advisers
The eurozone debt crisis is increasingly becoming a major challenge for investment professionals as confidence wavers in the ability...
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July 26, 2011
Extra time call for RDR triggers angry adviser reaction
The Treasury select committee proposal to put back RDR by another year has provoked an angry reaction from the...
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July 12, 2011
Phased drawdowns are a stunner for high net worth clients
This article has been removed for technical reasons. Similar articles can be found at: http://www.annuitysupermarket.com/blog/news/flexible-drawdown-pension-can-beat-the-tax-man http://www.moneymarketing.co.uk/advisers-need-to-take-action-on-key-drawdown-changes/1025217.article
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June 20, 2011
Financial Services Reform Mapped out with New Bill
The government has published a new financial services regulation roadmap laying out how consumer protection will be bolstered with...
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June 13, 2011
Try This R03 Question For Size
The CII’s R03 exam only gives you 10 credits towards the Diploma in Regulated Financial Planning and yet over...
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May 9, 2011
Insurance brokers must up their game to compete with aggregators
Online comparison sites are the biggest business threat to insurance brokers – and brokers need to provide excellent customer...
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May 3, 2011
Pensions – Guide to the April 2011 changes
Pensions are under pressure as the dream of a financially comfortable retirement evaporates for millions. Several key changes to...