IFA National Forum
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Open to all IFAs registered on Total Investor for discussion on research, resources, regulation and industry-related topics.
37 Members / 63 Discussions / 11 Files
Recent Discussion Activity
Research by UK care annuity provider Partnership, revealed the results of its first Partnership Care Index, where just 7% of consumers aged over 45 would think to turn to financial advisers for advice on care home fees.
The Partnership Care Index conducted 1023 interviews with consumers aged over 45, including 100 interviews ...
Sylvia Ma posted 15-05-2012 at 13:24
Research from Legal & General Investments, one of the UK's largest investment providers, reveals that more than three times as many IFAs are being drawn to funds with strong sales figures than in 2011.
More than half of IFAs (55%) said that they were drawn to the best-selling asset class, a considerable increase on 2011 ...
Sylvia Ma posted 09-05-2012 at 14:30
A study of UK millionaires commissioned by investment specialists Skandia UK has revealed that independent financial advisers continue to be the most trusted source of third party advice to help high earners meet their financial goals.
The results of the latest millionaire monitor survey show that a third of those surveyed ...
Sylvia Ma posted 09-05-2012 at 11:30
Research carried out by LV= reveals 80% of advisers new to the equity release market believe equity release will be considered a mainstream financial product in the next few years.
The majority of advisers (86%) consider equity release to be a significant future growth area for their business, with over half (52%) of advisers ...
Sylvia Ma posted 08-05-2012 at 13:12
New analysis from MyTouchstone suggests that commission still plays a big part in IFA income in the run up to RDR.
With the RDR less than 8 months away, nearly 90% of the 4,600 IFAs surveyed say commission still accounts for more than 25% of their income.
According to the latest MyTouchstone data, the UK average in Q4 2011 was ...
Sylvia Ma posted 03-05-2012 at 11:27
Nearly three quarters of IFAs (74%) are concerned about the standard of advice available for clients with pension pots worth less than £50,000, research from MetLife has found.
The nationwide study shows advisers are seeing a surge in requests for advice on annuities and retirement income with 71% reporting a rise in clients ...
Sylvia Ma posted 01-05-2012 at 10:49
The Financial Services Compensation Scheme (FSCS) has today confirmed its proposed levy for 2012/13 at £265m.
The levy has increased by £44m since FSCS published its initial assumptions in the Plan and Budget 2012/13 in February. It follows an up-to-date analysis of claims paid in the previous year and claims assumptions for ...
Sylvia Ma posted 27-04-2012 at 12:21
Aviva’s latest Adviser Barometer finds that over three quarters (77%) of advisers say they intend to give independent advice, with a further 9% considering restricted advice (restricted to specific products or providers). However, over half (52%) have not yet definitely decided on the trading model they intend to operate ...
Sylvia Ma posted 25-04-2012 at 12:57
Informed Choice managing director Martin Bamford is leading a campaign for a fairer Financial Services Compensation Scheme (FSCS) by launching a ‘day of action’ on Wednesday 25th April 2012 to ask for help from Financial Secretary to the Treasury Mark Hoban MP.
Bamford is asking IFAs to sign an online petition which will ...
Sylvia Ma posted 20-04-2012 at 14:04
Speaking at a conference last week, Aviva RDR implementation manager Ross Anderson predicts that the proportion of advisers giving independent advice will account for only 13% of the market by 2015.
As reported in Money Marketing:
Anderson believes the proportion of the market delivering independent advice will fall from 70 ...
Sylvia Ma posted 02-04-2012 at 15:07
Impressico Business Solutions posted 19-04-2012 at 8:30
Regardless of the numerous barriers that have been placed in the way of Independent Financial Advisers (IFA's), they are still one of the most successful businesses in the country. The number of platforms on which IFA’s function have increased substantially and they would continue to enhance, amend as well as bring in new ...
Research from Legal & General Investments reveals that one in five (19%) IFAs believe the price of gold will hit $1800/oz or more by the end of 2012. This is a rise of almost 10% by the end of the year, based on the current gold value of $1647/oz.
The research shows that a third (32%) of IFAs believe that the price will ...
Sylvia Ma posted 18-04-2012 at 11:37
Research undertaken by independent financial research company Defaqto shows that 71% of advisers believe that providers should create new prefunded long term care
However, Defaqto research shows that only 17% of advisers think it is likely that the Commission's proposals will be adopted, while many advisers thought it unlikely ...
Sylvia Ma posted 17-04-2012 at 14:38
New research* from MetLife has found that nearly two thirds of IFAs (64%) would be prepared to reduce the fees they usually charge for clients with pension pots worth less than £50,000.
The study also found advisers believe there is strong demand for advice from clients with pension funds of less than £50,000 with 63% of ...
Sylvia Ma posted 16-04-2012 at 16:15
We have been launching local IFA groups over the last year, connecting them nationally through Total Investor. Are there any existing groups out there that would like to create strength in numbers by linking together? The idea is to have a flexible form of affiliation that doesn't take away anyone's independence but gives us all ...
Roger Tull posted 19-10-2011 at 18:18
Impressico Business Solutions posted 13-04-2012 at 16:35
We completely agree with Mr. Tull. Considering the recent times that organizations have faced due to the recession, walking hand in hand with a strategic approach will prove beneficial for a lot of businesses and similarly connecting with each other, especially with organizations from the same industry makes more sense as it ...
According to the latest research of key industry figures by SHIP, the trade body for equity release, over half (52%) are worried that lack of consumer understanding would hamper the growth of the equity release market and 41% felt that lack of consumer confidence in these products prevented more consumers from using their ...
Sylvia Ma posted 10-04-2012 at 11:29
Group Founded by:
Roger Tull
Business Support Services
Recently Joined Members
Tom Conner
Head of Health & Protection
Jason Knowles
Sales Consultant
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