Money Management
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Financial risks 'have increased'

Financial risks 'have increased' | Money Management | Scoop.it
Risks to global financial stability have increased in the past six months despite efforts by policymakers to make the financial system safer, says the International Monetary Fund.

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PFS gets VAT clarity on ongoing reviews and DFM referrals | News | Money Marketing

PFS gets VAT clarity on ongoing reviews and DFM referrals | News | Money Marketing | Money Management | Scoop.it
Professional body also sets out examples of when ongoing reviews will be subject to VAT.
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Personal Touch significantly hikes monthly network fees | News | Money Marketing

Personal Touch significantly hikes monthly network fees | News | Money Marketing | Money Management | Scoop.it
PTFS is introducing monthly fees for each individual adviser.
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Aviva to close four non-RDR ready products including Sipp - New Model Adviser®

Aviva to close four non-RDR ready products including Sipp - New Model Adviser® | Money Management | Scoop.it
Aviva will close one of its Sipp products to new business, along with three further products, which will not be ready for the retail distribution review...
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Good week for the euro - but also a warning

Good week for the euro - but also a warning | Money Management | Scoop.it
The institutions that seem to be most keen to put control over the future of the euro into the hands of the voters are the ones that are least accountable to them.

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‘Networks must ditch rogue IFAs immediately’ - FTAdviser.com

‘Networks must ditch rogue IFAs immediately’ - FTAdviser.com | Money Management | Scoop.it
IFAs who breach network rules should be kicked out immediately or held personally responsible if they have not complied, Rosemary Heaversedge has said.
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King 'pessimistic' about economy

King 'pessimistic' about economy | Money Management | Scoop.it
Bank of England governor Sir Mervyn King says he is "pessimistic" about the global economy, saying the situation has worsened in the past few weeks.
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Time for providers to treat advisers as professionals | Opinion | Money Marketing

Time for providers to treat advisers as professionals | Opinion | Money Marketing | Money Management | Scoop.it
Professional advisory businesses should be allowed to bill appropriately for their time.
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Life after RDR: Whitehead looks to IT to streamline business - New Model Adviser®

Life after RDR: Whitehead looks to IT to streamline business - New Model Adviser® | Money Management | Scoop.it
John Whitehead, managing director of Alan Boswell & Co, is committed to the firm remaining a whole-of-market practice and expects to increase the use of IT solutions to make clients’ lives easier.
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Pensions gender gap narrows but incomes hit five-year low - New Model Adviser®

Pensions gender gap narrows but incomes hit five-year low - New Model Adviser® | Money Management | Scoop.it
The gap between men’s and women’s pensions has narrowed due to a fall in male incomes, according to a survey from Prudential.
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Only 15 per cent happy with their pension saving, says Aegon | News | Money Marketing

Only 15 per cent happy with their pension saving, says Aegon | News | Money Marketing | Money Management | Scoop.it
International survey finds two thirds acknowledge they are responsible for retirement income with more people expecting to work into retirement.
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Key points on FSA independent and restricted rules | News | Money Marketing

Key points on FSA independent and restricted rules | News | Money Marketing | Money Management | Scoop.it
Key points from the regulator on the standard for independent advice and how it applies in different advice scenarios.
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FSA sets out final rules for independence - New Model Adviser®

FSA sets out final rules for independence - New Model Adviser® | Money Management | Scoop.it
The Financial Services Authority has finalised its requirements for independent and financial advice post 31 December 2012.
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Peter Le Beau: Protection providers racing the wrong way | Opinion | Money Marketing

Peter Le Beau: Protection providers racing the wrong way | Opinion | Money Marketing | Money Management | Scoop.it
Protection providers are wasting their time and energy competing with each other over CI conditions.
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Woodall: FSA will keep an eye out for RDR rule breakers - New Model Adviser®

Woodall: FSA will keep an eye out for RDR rule breakers - New Model Adviser® | Money Management | Scoop.it
With the retail distribution review deadline less than four months away, Financial Services Authority head of investments intermediaries Linda Woodall is focused firmly on those struggling to meet the new rules and those looking for ways to avoid...
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Brooks Macdonald readies for RDR with £4.4m acquisition - New Model Adviser®

Brooks Macdonald readies for RDR with £4.4m acquisition - New Model Adviser® | Money Management | Scoop.it
Announcing the AIM-listed wealth manager's results, its chief Chris Macdonald revealed the acquisition of one of its long-term introducers of clients and funds.
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Zurich to cut 200 jobs and close branches due to RDR - New Model Adviser®

Zurich to cut 200 jobs and close branches due to RDR - New Model Adviser® | Money Management | Scoop.it
Life company Zurich is set to cut 200 jobs and close nearly half its branch office as a result of the retail distribution review.
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Nick Cann: Changes suit no one but the regulators | Opinion | Money Marketing

Nick Cann: Changes suit no one but the regulators | Opinion | Money Marketing | Money Management | Scoop.it
The latest proposals for regulatory reform do not suit advisers or their clients.
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The value of retirement advice: up to £232 a month | News | Money Marketing

The value of retirement advice: up to £232 a month | News | Money Marketing | Money Management | Scoop.it
Unbiased and Standard Life survey reveals advised clients have twice retirement income of non-advised.
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Aviva: Social media can make providers 'natural choice' for advice | News | Money Marketing

Aviva: Social media can make providers 'natural choice' for advice | News | Money Marketing | Money Management | Scoop.it
Executive director of developed markets Trevor Matthews says providers could in future “mine” client data from Facebook and Twitter.
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Why the RDR is a catalyst for change not just a deadline - New Model Adviser®

Why the RDR is a catalyst for change not just a deadline - New Model Adviser® | Money Management | Scoop.it
The noise around the RDR deadline risks drowning out one of its most important impacts: the creation of more sustainable businesses with client service at their heart.
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Back to the drawing board on RDR - New Model Adviser®

Back to the drawing board on RDR - New Model Adviser® | Money Management | Scoop.it
The Financial Services Authority’s retail distribution review (RDR) requirements now seem to be set in stone, but I wonder how long it will take before its successor the Financial Conduct Authority to go back to the drawing board?
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Adviser charging: how to cope without factoring - New Model Adviser®

Adviser charging: how to cope without factoring - New Model Adviser® | Money Management | Scoop.it
Factoring has long been prevalent in the world of pensions advice, but, asks Fiona Tait, with the impending ban on the practice under the retail distribution review, how will charging change?
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FSA: Omitting high risk products will not compromise independence | News | Money Marketing

FSA: Omitting high risk products will not compromise independence | News | Money Marketing | Money Management | Scoop.it
Regulator sets out standards expected of firms on independent and restricted advice.
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Sesame reveals investment proposition details | News | Money Marketing

Sesame reveals investment proposition details | News | Money Marketing | Money Management | Scoop.it
Sesame and Henderson launch unbundled tailored portfolios with 1.05 per cent TER.
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