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Comment & Analysis

Adviser Workshop: How to create a client advisory board

Clinton Askew (pictured) and Christopher Hindle discuss how they have gone about create client advisory boards

McPhail: I'm worried about decline in annuity sales

Providers are pulling out of the annuity market, with potentially worrying implications for retirees

Right to reply: Small Sipp struggles are exaggerated

Small Sipp providers are not in as bad a position as Abraham Okusanya suggested, argue Amps chairman Zachary Gallagher and Dentons Pension Management director of technical services Martin Tilley.

Planner pay report: take part in our 2017 survey

The re-vamped pay report from New Model Adviser® is back for 2017.

On the road diary: Winter wandering

Snaps from our travels around the UK (and further!) to see advisers between November 2016 and March 2017.

Comment: Why partial transfers need regulatory rethink

Partial pension transfers appear to offer the best of both worlds for clients, however advising on them is complex and costly, and there is currently scant guidance from regulators.

Phil Young: Four regulatory changes IFAs should be up to speed with

Take note of these four impeding regulations or risk falling behind says Zero Support managing partner Phil Young.

Working 9 to 5 isn't the only way to make living

It is not the only way to make a living – by offering a flexible working environment, advice firms can help more women get back to work after pregnancy.

Adviser Workshop: How to factor relationships into platform due diligence

Yvonne Goodwin and Flora Maudsley-Barton explain how they manage their relationships with providers

Comment: The underlying weakness in the Sipp market

Regulatory changes brought into force 12 months ago accelerated the demise of a number of small, unsustainable Sipp providers. Now the onus is on advisers and the big providers to tighten up their due diligence.

Video pick
Play Retreat 2017: How advisers approach DB transfers

Retreat 2017: How advisers approach DB transfers

Three advisers told New Model Adviser® at the 2017 Retreat how the approach the growing demand for DB pension transfers.

11 Comments Play Retreat 2017: We can't risk undermining pensions with DB scandal

Retreat 2017: We can't risk undermining pensions with DB scandal

LEBC public policy director Kay Ingram sets out her concerns about DB pension transfers.

NMA Profile
Adviser Profile: Ed Fairey of Fairey Associates

Adviser Profile: Ed Fairey of Fairey Associates

Ed Fairey took a colourful road to financial advice but his firm, Fairey Associates, has made all the right moves to this week achieve chartered status