Brits do not know where to find advisers
Bank and building society closures are squeezing access to advice
PFS
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FCA shows red card to 24 DB transfer advice firms
As PFS chief says similar number have given up permissions due to rising PI insurance costs
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HMRC collects £9m in penalties for early Lifetime Isa access
Exit charge is ‘trying to drive the right behaviours’ but damages the brand of the savings vehicle
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Is there a DB transfer mis-selling scandal looming?
Issue is ‘more widespread’ than people in the advice sector think
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Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’
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FCA bemoans firms putting DB transfers over client interests
Regulator ‘still not confident’ that the concerns it has raised are being addressed
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UK regulator lays down the law over PI insurance cover
As PFS calls for changes to primary legislation to ensure advisers won’t leave DB transfer market
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Professional body puts financial education on the agenda
PFS workshops aim to reach even more pupils in 2020
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The value of whistleblowers to the UK financial advice sector
Limited resources mean there is a need for advisers to speak out – but it can be seen as a ‘fruitless exercise’
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Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers
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Gender diversity ‘remarkably unchanged’ since 2005
As UK watchdog finds women make up just around 17% of regulated professionals
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One-in-five Brits would rather see dentist than IFA
Many still see the role of an adviser ‘akin to that of an estate agent or double-glazing salesman’