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More poor service from dinosaur Aviva
Yesterday I wrote about the poor service of a couple of providers, AVIVA and Capita. Today the former seem to […]
Julia Docker
Apr 4, 20131 min read
Advice, Implementation, Review
There was an interesting article written by a fellow IFA in Money Marketing magazine this week. He stated that unless […]
Julia Docker
Apr 4, 20133 min read
Informed Choice Board of 2030 take a mid-morning break from Financial Planning
Informed Choice Board of 2030 take a mid-morning break from Financial Planning
Julia Docker
Apr 3, 20131 min read
What a waste of time
Everyone makes mistakes but the financial services sector seems to make an art form out of doing so. Twice this […]
Julia Docker
Apr 3, 20132 min read
Goodbye, FSA. Hello, FCA.
Today sees a change in the regulation of UK financial services, with the closure of the Financial Services Authority (FSA) […]
Julia Docker
Apr 1, 20132 min read
No win, no fee & contingent fee financial advice
The end of ‘no win, no fee’ lawsuits could be the outcome of the new Legal Aid, Sentencing & Punishment […]
Julia Docker
Mar 31, 20132 min read
Fewer financial advisers is good news
New figures published by the Financial Services Authority (FSA) show the number of financial advisers have fallen by 20% over […]
Julia Docker
Mar 27, 20132 min read
Beware of fund concentration risk
It’s always good to see the Financial Services Authority (FSA) highlighting a risk which investors (and their advisers) should have […]
Julia Docker
Mar 26, 20131 min read
Platform rebates will be taxed
When investors buy funds on investment platforms, part of the annual management charge they pay is often returned to them […]
Julia Docker
Mar 25, 20132 min read
Death of retail share class skulduggery
News that Old Mutual are due to make their fund for Richard Buxton ‘clean’ in terms of charges raises some […]
Julia Docker
Mar 19, 20133 min read
We like transparency
The Financial Services Authority (FSA) has been criticised for plenty of things during their tenure regulating retail financial services in […]
Julia Docker
Mar 12, 20132 min read
Haunting SIPP investments
The Financial Services Authority (FSA) will from time to time notice an investment trend that concerns them. Recently they have […]
Julia Docker
Mar 4, 20132 min read
Our solution for self-directed investors
A couple of months ago I wrote here about our plans to add an online DIY investment solution to our […]
Julia Docker
Feb 27, 20132 min read
Why choose a Chartered Financial Planner?
There is little doubt that the Banking sector has had a pretty rough time of things in the last few […]
Julia Docker
Feb 23, 20132 min read
£1 platform cash rebate rule is a worthless concession
Several publications are reporting today that the FSA is set to grant a minor concession in their decision to ban […]
Julia Docker
Feb 19, 20132 min read
Is there any such thing as free advice?
Apparently the FSA mystery shopping exercise looking at Bank advisers discovered that some of them have been claiming that the […]
Julia Docker
Feb 15, 20132 min read
Passive advocates might not be independent
When it comes to investing money, investors have a choice between active fund management or a more passive approach, using […]
Julia Docker
Feb 14, 20132 min read
You don’t still go to the bank for financial advice, do you?
If there is something we have written about regularly over the years, it is the perils of seeking financial advice […]
Julia Docker
Feb 13, 20132 min read
Too many cooks, not enough accountability
The horse meat in beef products scandal appears to be escalating, with the news last week that some beef products […]
Julia Docker
Feb 10, 20132 min read
How should I pay?
A Liberal Democrat Member of the European Parliament, Sharon Bowles MEP, has been reported as planning a “crackdown” on excessive […]
Julia Docker
Feb 8, 20132 min read
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