Archive for 2011
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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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September 19, 2011
Don’t care must consider long term care
No one seems to care who wins when considering the cost of long-term care for the elderly. The basic...
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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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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...
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April 14, 2011
How much are clients willing to pay for financial advice?
A yawning gap is growing between the price independent financial advisers think they are worth and the price consumers...
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March 25, 2011
Don’t miss out on this holiday home tax break
The clock is ticking down on a ‘use it or lose it’ tax break for furnished holiday let owners...
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March 14, 2011
The impact of the gender ruling 2012
Financial services firms had to overhaul pricing of insurance, annuities and health cover following the European Court of Justice...
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March 8, 2011
Can You Answer These R01 Questions?
This article is relevant to anybody who wants to further their career in the financial services industry, whether you...
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February 21, 2011
Why insurance firms should hire apprentices
Taking on apprentices is seen as a low-risk way of expanding your business while offering a range of benefits...
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February 7, 2011
Keeping financial records for the taxman
Many taxpayers fall down on providing accurate information for tax because they have failed to keep track of their...
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January 27, 2011
Financial advisers must meet tougher professional standards
Financial advisers face closer monitoring even after they have left a firm in an effort to enforce tougher professional...
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January 10, 2011
Planning to pay less tax does not make you a tax cheat
In 2017/18, the tax gap – the margin between what was collected and what was estimated as owed- was...
