News Tag: IFAs
November 2, 2009
Nearly nine in ten independent financial advisers (IFAs) offer advice on green and ethical investments, a new study has found.
Research commissioned by National Ethical Investment Week (NEIW) and the Association of Independent Financial Advisers found 87% of IFAs will offer advice to clients on investing their money ethically.
This is compared to 70% of IFAs in 2008.
Over a third (34%) of IFAs ...
Most IFAs offer ethical investment advice
by David Masters
October 20, 2009
In the run up to National Ethical Investment Week (NIEW) financial advisers are being offered the chance to receive training in ethical finance.
At a series of seminars in London and Southampton, experts will explain how financial advisers can use money to make a difference.
The events, hosted by the UK Sustainable Investment and Finance Association (UKSIF) and the Association of Independent Financial Advisers ...
IFAs offered ethical investment training
by David Masters
August 18, 2009
Four in five independent financial advisers (IFAs) believe people are not saving enough towards their retirement, a new poll has discovered.
Research by AXA Winterthur found 79% of IFAs believe people are not saving enough for retirement.
Meanwhile, 21% said their clients do not fully understand the risks and possible rewards of investment.
Responding to the research, AXA called for a "savings culture" to ...
IFAs warn of impending pensions crisis
by David Masters
July 3, 2009
HSBC this week launched the Onshore Investment Bond, aimed at clients seeking a professionally managed, whole market investment portfolio.
The bond offers Independent Financial Advisers (IFAs) a choice of investments in almost 2,000 funds - OIECs and Unit Trusts - from more than 100 fund managers.
Two versions of the bond are available - 'Select', for fee charging advisers, and 'Flexible' for commission-priced advisers.
Select ...
HSBC launches Onshore Investment Bond
by David Masters
June 12, 2009
The Citizens Advice Bureau (CAB) has warned of a “worrying gap” in the availability of affordable financial advice for people approaching retirement.
People over 50 are often asset rich, but cash poor, and cannot afford to pay for the financial advice they need, the CAB said.
Many people in this age group have complex questions about mortgages, pensions, and equity release, but ...
‘Worrying gap’ in financial advice for over-50s
by David Masters
March 20, 2009
Independent financial advisors (IFAs) should make pension reviews a priority and, if possible, conduct them ahead of schedule, Zurich said this week.
Good pension planning is vital following the economic crisis, Zurich said, and advisers should encourage their clients to undertake pension reviews now in light of the credit crunch.
Many people saving for retirement will need to reassess their investments and ...
Make pension reviews a priority, IFAs told
by David Masters
