IFA Forum

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setting up a DA firm setting up a DA firm by	1 replies 42 views 0 likes	Anonymous 11 Apr 2013
Right To Buy Right To Buy by	5 replies 66 views 0 likes	Anonymous 11 Apr 2013
Suitability Report Software Suitability Report Software by Anonymous	5 replies 141 views 0 likes	Anonymous 4 Apr 2013
Sesame Sesame by Anonymous	4 replies 169 views 0 likes	Anonymous 4 Apr 2013
£900k short term savings £900k short term savings by Anonymous	0 replies 34 views 0 likes	Anonymous 3 Apr 2013
BBC Panorama on Harlequin pulled BBC Panorama on Harlequin pulled by	8 replies 309 views 0 likes	Anonymous 2 Apr 2013
Have I got this right? Have I got this right? by	38 replies 1,171 views 0 likes	Anonymous 22 Mar 2013
PI Insurance PI Insurance by Anonymous	1 replies 56 views 0 likes	Anonymous 22 Mar 2013
Route to becoming a Financial Adviser Route to becoming a Financial Adviser by Anonymous	1 replies 95 views 0 likes	Anonymous 15 Mar 2013
Standard Life profits as "IFA relationships remain strong" Standard Life profits as "IFA relationships remain strong" by	1 replies 7 views 0 likes	Anonymous 7 Mar 2013
SFO wants details of advisers who recommended Harlequin SFO wants details of advisers who recommended Harlequin by	1 replies 44 views 0 likes	Anonymous 7 Mar 2013
Platforms policy – what a mess! Platforms policy – what a mess! by	1 replies 35 views 0 likes	Anonymous 4 Mar 2013
“FSA definition means… anything that is whole of the market, minus just one option, must be restricted.” Are you prepared to risk it? “FSA definition means… anything that is whole of the market, minus just one option, must be restricted.” Are you prepared to risk it? by	3 replies 122 views 0 likes	Anonymous 1 Mar 2013
Another IFA ordered to compensate client over Keydata investment Another IFA ordered to compensate client over Keydata investment by	1 replies 99 views 0 likes	Anonymous 26 Feb 2013
IFA receiving compensation from providers over RDR readiness? IFA receiving compensation from providers over RDR readiness? by	1 replies 34 views 0 likes	Anonymous 26 Feb 2013
Do IFAs act as though restricted anyway? Do IFAs act as though restricted anyway? by	1 replies 23 views 0 likes	Anonymous 20 Feb 2013
RDR a friend of the IFA RDR a friend of the IFA by	1 replies 91 views 0 likes	Anonymous 14 Feb 2013
Why ignore Dilnot?! "How can this succeed?" Why ignore Dilnot?! "How can this succeed?" by	1 replies 16 views 0 likes	Anonymous 14 Feb 2013
Which Back-office system Which Back-office system by	4 replies 148 views 0 likes	Anonymous 13 Feb 2013
Product lapses less likely if sold by an IFA Product lapses less likely if sold by an IFA by	1 replies 15 views 0 likes	Anonymous 13 Feb 2013
Social Care Bill - people to be referred to financial advisers Social Care Bill - people to be referred to financial advisers by	2 replies 17 views 0 likes	Anonymous 12 Feb 2013
Who ‘owns’ IFA clients? Who ‘owns’ IFA clients? by	1 replies 44 views 0 likes	Anonymous 12 Feb 2013
Trail – moral hazard? Trail – moral hazard? by	1 replies 29 views 0 likes	Anonymous 6 Feb 2013
A level students as para-planners then advisers A level students as para-planners then advisers by	1 replies 19 views 0 likes	Anonymous 5 Feb 2013
Are you an IFA or a counsellor? Are you an IFA or a counsellor? by	1 replies 33 views 0 likes	Anonymous 4 Feb 2013
You’re out! Failed to treat customers fairly You’re out! Failed to treat customers fairly by	4 replies 216 views 0 likes	Anonymous 24 Jan 2013
RDR ‘stranded?’ – Work based assessment route avail RDR ‘stranded?’ – Work based assessment route avail by	2 replies 101 views 0 likes	Anonymous 22 Jan 2013
Harlequin SIPP Harlequin SIPP by	1 replies 70 views 0 likes	Anonymous 21 Jan 2013
IFA sued for £500K IFA sued for £500K by	1 replies 60 views 0 likes	Anonymous 14 Jan 2013
Wanted – 60 IFA firms Wanted – 60 IFA firms by	1 replies 59 views 0 likes	Anonymous 14 Jan 2013
The top selling consumer funds The top selling consumer funds by	1 replies 12 views 0 likes	Anonymous 8 Jan 2013
Anyone using True potental llp platform or has joined their DA unit ? Anyone using True potental llp platform or has joined their DA unit ? by	3 replies 62 views 0 likes	Anonymous 7 Jan 2013
Financial Adviser leaves lottery winner with losses Financial Adviser leaves lottery winner with losses by	1 replies 32 views 0 likes	Anonymous 7 Jan 2013
investment charge investment charge by	8 replies 117 views 0 likes	Anonymous 19 Dec 2012
IFAs – Be aware of clauses when joining AR firms IFAs – Be aware of clauses when joining AR firms by	12 replies 393 views 0 likes	Anonymous 14 Dec 2012
Will IFAs be forced to deal with corporate pensions? Will IFAs be forced to deal with corporate pensions? by	1 replies 13 views 0 likes	Anonymous 7 Dec 2012
ifs AFA examination ifs AFA examination by	11 replies 155 views 0 likes	Anonymous 5 Dec 2012
London based IFA named fourth fastest growing firm in UK London based IFA named fourth fastest growing firm in UK by	1 replies 24 views 0 likes	Anonymous 3 Dec 2012
IFA fee transition a ‘challenge’ with no back up funds IFA fee transition a ‘challenge’ with no back up funds by	1 replies 32 views 0 likes	Anonymous 30 Nov 2012
Low-cost ‘digital IFA’ service launched - is it a threat? Low-cost ‘digital IFA’ service launched - is it a threat? by	2 replies 47 views 0 likes	Anonymous 22 Nov 2012