Keep connected

Simon Linstead discusses how financial advisers need to keep up their professional relationships up to date, especially contact with accountants, who are often the gatekeepers when it comes to topics like auto-enrolment.

Posted in: Industry viewpoint

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What advisers can expect from investments in 2014

Annabel Brodie-Smith from the Association of Investment Companies (AIC) discusses how RDR has changed the investment landscape and what we can expect for the year ahead.

Posted in: Industry news | Tagged: Investments

Adviser auto-enrolment opportunities

Last week Karen Barrett co-hosted the NEST roundtable, which looked at the challenges and opportunities that auto-enrolment offers advisers.

Posted in: Industry news

'Steve Webb is right to highlight inadequacies of annuities'

'Better value and more flexible pension products are urgently required', argues Ros Altmann

Posted in: Industry viewpoint | Tagged: Annuities

Industry predictions for 2014

As we burst into the new year, Karen Barrett, CEO at, gives us her thoughts on the opportunities and challenges the industry can expect for 2014.

Posted in: Industry news

'Why the industry must pull together'

With Financial Planning Week and GetAdvised underway, we reflect on Jeff Prestridge and Will Greenwood’s support for the importance of educating consumers on the value of advice.

Posted in: Industry news

Are OMOs confusing for consumers?

Are open market options creating confusing for consumers? Karen Barrett, CEO at gives her viewpoint.

Posted in: Industry viewpoint | Tagged: Annuities

And the award goes to... our advisers! wins at the FSF Awards.

Posted in: Industry news

Q&A on relevant life plans

Relevant life policies can offer exceptional rewards for those willing to explore different routes. Brenda Santimano explains the advantages and opportunities with relevant life plans.

Posted in: Q&A

4 myths about insurers and annuities from the ABI

Yvonne Braun, Head of Savings, Retirement and Social Care at the Association of British Insurers (ABI) discusses its code of conduct and asks for your insights.

Posted in: Mythbuster | Tagged: Annuities

How to… make the most of your profile

Every month, thousands of consumers visit looking for a professional adviser. But how do you make sure you stand out from the crowd of businesses profiled on

Posted in: About | Tagged: The Bluebook, Your profile

An adviser's guide to SRI

In this guide to sustainable responsible investment (SRI) Julia Dreblow explains what advisers should know about the history, regulations and fund options of SRI.

Posted in: Uncategorized

SRI jargon buster

A rich vocabulary of words has emerged around socially responsible investment. Here are the terms you need to know.

Posted in: Jargonbuster

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We’re excited to launch the new website dedicated to business and media professionals.

Posted in: About | Tagged: The Bluebook

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