Articles 2013 Archive

'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

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

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

Posted in: Industry news

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

four dots on their own.jpg

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

Posted in: About | Tagged: The Bluebook