[email protected]

  • About Us
  • Events
  • Industry News
  • Infomix
  • Business Development Updates
  • Newsletter
Adviser Home
  • CPD Centre
  • Development Solutions
    • AXA Investment Managers
    • Tacit Investment Management
    • Aegon Corporate Protection
    • Tax Planning Support
    • Outsourced Investments
    • Orbis Invest Differently
    • Fidelity Adviser Solutions
    • Aegon - Supporting financial advice
    • Tax Planning Investments
  • Resources
    • Marketing
      • The Yardstick Agency - Organising events can generate new business. But is your presentation fit for purpose?
      • The Yardstick Agency - 4 powerful ways to grow your podcast audience
      • The Yardstick Agency - Harness LinkedIn’s power with these 6 practical ideas from our favourite experts.
      • The Yardstick Agency - Are brochures still relevant in 2022?
      • Faith Liversedge: How to convert clients to your ongoing service
      • The Yardstick Agency - 4 things you should never leave off your website’s fees page
      • Money Marketing - Podcast: Do we expect more for less from advisers?
      • AdviceBridge - The figures don’t lie: Why advice firms must provide all three engagement channels (adviser, digital, and hybrid) for all client types
      • Personal Finance Society - What It Means to Tell a Good Story About Your Business
      • The Yardstick Agency - 3 simple changes every adviser and planner can make now to get more referrals
      • The Yardstick Agency - 6 occasions when being too cautious will damage your marketing
      • Creating a successful digital advice model
      • Blogging Checklist
      • Marketing Checklist
      • SEO checklist
      • Website checklist
      • Corporate Design
    • Proposition
      • New Guide to Retirement Income Advice
      • Advisor Perspectives - You Provide More Value than You Realize
      • IFA Magazine - 4 things you’ve forgotten about the value of your advice
      • Royal London - Feeling the benefit of financial advice: How professional support helps to improve emotional wellbeing
      • FTAdviser - Q&A: Advisers are missing a trick with business protection
      • FTAdviser - How to get younger clients on board with financial advice
      • Money Marketing: The future of advice is going to be dynamic
      • Royal London - What stops people from seeking financial advice?
      • FTAdviser - If your business is to thrive, you will have to advise remotely
      • Always Be Content - Dare to Care: How Doing Good Helps Business Do Better
      • Finding your advice style with lifestyle planning
      • Aegon - How your clients can become a financial wellbeing ‘all-rounder’
      • Aviva - Generation rent: the protection they need
      • FTAdviser - How suitable are financial products for young savers?
      • AIG - How to: reinvigorate your critical illness sales process (CPD)
      • Royal London - Does sustainable investing belong in fixed income?
      • Advisor Perspectives - Why Prospects Choose You
      • Advisor Perspectives: 10 Signs You Need to Be a “Hybrid” Advisor
      • This is Money - Mind the money age gap: Research claims over-65s are smarter about pensions and investing due to a lack of financial education for the young
      • The Institute for Fiscal Studies - Understanding the gender pension gap
      • How to introduce clients to protection
      • Handling vulnerable clients who want equity release
      • Shift in retirement journeys set to reshape the market
      • Four in five UK adults say they don’t have a ‘pension will’
      • Combining pensions and property
      • The Value of Advice - an insiders guide
      • Adviser Home Guide to Innovation
      • Designing Your Service Proposition
      • Effective Cash Management
      • Business Protection
      • Rohan Sivajoti: The one page business plan
      • Protection conversations increasingly common for advisers
  • Sustainable Investments
  • About Us
  • Events
  • Industry News
  • Infomix
  • Business Development Updates
  • Newsletter

Weekly Updates

John Lappin

Our Industry Commentator with his top news links each week.

FCA says banning UCIS from Sipps would be disproportionate

The FCA has told MPs that a ban on unregulated property investments in Sipps would be disproportionate. It would be very interesting to poll IFAs on the issue because some advisers feel very strongly that this would be an intervention too far. Others are tired of helping clients try and get some money back from deals that have gone wrong and there is always the matter of the FSCS bills.

Money Marketing also reports that claims against the Lifetime Sipp company have trebled in a month.

Meanwhile, MM’s resident controversialist Nic Cicutti argues that advisers are nothing like financial journalists contrary to a previous view by Paul Lewis. Writing as a fellow journalist, I must say that for once in my life I agree with Cicutti. That’s never happened before.

Pension advisers have seen their PI fees rise around 21 per cent in the last six months.

Old Mutual Wealth and Standard Life remain the most popular platforms among advisers for retirement purposes according to research from NextWealth and Richard Parkin Consulting. They prefer Standard again, Aviva and FundsNetwork for accumulation.

Citywire reports that Theresa May has gained acceptance for soft Brexit from the Cabinet. Time will tell if anyone breaks ranks though it is clear that not everyone is happy in Conservative party ranks. Nor in British business.

The Times (behind paywall) reports that flat rate pension taxation is once again under consideration by Treasury officials to fund the NHS. We’ve been here before but that was before the promise of a £20bn boost.

Your reviewer canvassed views on this from advisers for Professional Adviser a few weeks ago.

Back

Our Sponsors & Partners

Previous
Next

Contact Us

  • Partners
  • Contact Us
  • Terms & Conditions
  • Data / GDPR
  • Privacy Statement

Social

Follow us to stay up to date with the latest industry news

  • Twitter
  • LinkedIn

Newsletter Sign Up

Fancy getting all the latest news direct to your inbox?

Please do not fill in the above field to help us identify genuine requests.

We exist to help financial advisers run, develop and market their business

Adviser Home

© 2025 Adviser Home

Website by Clear

Back To Top

Sign up to the Adviser Home newsletter

Please leave the above box empty.

Are you an adviser or provider?

Find out more about our weekly bulletins here. You can unsubscribe from our communications at any time.

We’ll only use your data in compliance with GDPR. Our full policy can be found here.