Tag Archives: IFAs
Are IFAs overserved?
I read that Standard Life has pulled back from providing a fresh platform for IFAs after a review concluded the traditional provider platform space is ‘very well served’. Independent financial advisers are served through software that offers them a load of … Continue reading
Financial advisers – how do we know if our drawdown strategies stack up?
This blog’s for financial advisers who have a duty to consumers to assess the value of what they’re doing for their clients. It is also of interest to anyone who fancies themselves as their own adviser when it … Continue reading
Posted in pensions
Tagged Consumer duty, Drawdown, financial advisers, IFAs, Pensions, VFM
2 Comments
The FCA’s special powers exercised five years late
This blog argues that the FCA’s problems in 2022 are as a direct consequence of not listening to what was going on in 2017. The lack of decisive leadership over transfers has led to a need for a £71m redress … Continue reading
What’s the point of these fund platforms?
This is a comment from an IFA on the recent history of retail investment platforms in the UK. I find AJ Bell about the best, but they too have their moments. Aviva – Rubbish Aegon – Rubbish ATS – Rubbish … Continue reading
Would you buy a recovering alcoholic a large vodka?
Offering IFAs the prospect of commission is akin to running a meeting of alcoholics anonymous in a pub. Continue reading
Posted in pensions
Tagged advice, Business, Business and Economy, Commission, IFA, IFAs, Paul Lewis, Pension new, pensions, RDR, Retail Distribution Review, Retirement
1 Comment
Can the pension insurers win back their customers’ respect?
IGCs are ours to use and not the insurers to castrate. Continue reading
Posted in governance, investment, later life, leadership, Pension Freedoms, pension playpen, pensions
Tagged advosors, Fiduciary, Government, IFAs, IGC, Inurer, pension, Pension Freedoms, Politics, Ros Altmann
4 Comments
Why Paul Lewis is doing IFAs a favour.
Paul Lewis has written an article that has annoyed many IFAs. You can read it here. If you haven’t read it, you might as well now, as most of this article will only make sense if you’re familiar with Paul’s … Continue reading
Posted in Martin Lewis, Paul Lewis
Tagged charges, commissions, Fees, Financial services, IFA, IFAs, Martin Lewis, Paul Lewis, pensions
6 Comments
Epic top comments on financial advisers
My twitter feed is full of invective from financial advisers who are up in arms that I am passing myself off as a financial adviser. Page after page of lectures and just when I think it’s dying down , Paul … Continue reading →
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