Adviser confidence in global economy has hit a 12 month low
Financial advisers’ sentiment towards the state of the global economy turned negative in Q2 across all regions surveyed, with confidence levels falling to a below average score of 4.9 out [...]
Adviser qualifications more important to consumers than the independent label
A financial adviser’s status as a highly qualified Chartered Financial Planner is more important to the majority of people than whether they are an independent financial adviser according to a [...]
Facilitating unit rebates essential to give fund groups pricing flexibility
Platforms must facilitate unit rebates if they are going to provide fund groups with the pricing flexibility required to manage their competitive position in the market, says Skandia. If platforms [...]
Skandia launches Adviser Charging conversion process ready for RDR
From today, financial advisers can sign their customers up to Adviser Charging via the Skandia Investment Solutions platform. Skandia is also launching an aligned support programme for advisers to facilitate [...]
Unexpected increase to tax free cash allowance for occupational pension scheme members
In amongst the technical papers issued by HMRC on the back of the budget changes, Skandia has discovered a hidden gem. An alteration in the formula for calculating tax free [...]
Skandia UK launches risk discussion app
Skandia UK has launched a financial adviser’s risk discussion app for iPhone and Android phones. The app has been developed to help advisers assess a client’s attitude to risk and [...]
Government Policies Driving Wealth Away From UK
Discontent about the government’s economic policies continues to fuel a desire to leave Britain for just under half the UK’s millionaires, according to latest research by investment specialist Skandia.
Interest in restricted advice is rising among financial advisers
Firms focus on their business model in the run up to RDR, and look to segment their clients The number of financial advisers intending to operate solely as an independent [...]
