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Searching for: researcher is "association of independent financial advisers (aifa)"

Surveys listed in reverse order of publication date

Results 1-7 of 7.

Majority of IFAs advise clients to contract back in
Results of AIFA/IFA Census Survey on Contracting-out
Association of Independent Financial Advisers (AIFA)
8 Dec 2005 United Kingdom Contracting-out, Advisers
The Association of Independent Financial Advisers (AIFA) has published the results of its October AIFA/NMG IFA Census survey on contracting-out of the State Second Pension (S2P). The survey shows that the majority (81%) of IFAs have advised "at least some", "most", or "all" of their clients (39%, 31% and 11% respectively) to contract back in to S2P. However, the results also show that IFAs are divided on their willingness to provide a review for those contracted out via a personal pension, and on whether or not to advise new clients on contracting out. When IFAs are prepared to advise new clients, the survey shows that 59% give those clients a clear recommendation.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

59314571   Click here to contact the authors.
 
61% of IFAs Say 'More Knowledgeable Operators' Tops Wish List
IFA Census Call Centre Survey
Association of Independent Financial Advisers (AIFA)
Mar 2004 United Kingdom Advisers
This survey reveals what IFAs need to do their job effectively. Top of the IFA 'wish list', is a desire that operators are more knowledgeable about their company's products and services, so that they are able to answer specific questions 'on the spot'. IFAs would also like their calls to be answered promptly, without long waits in queuing systems and recorded messages.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C521723F   Click here to contact the authors.
 
Concerns of IFAs
A survey into the profile, opinions and media consumption of IFAs
Association of Independent Financial Advisers (AIFA)
Jun 2003 United Kingdom Investment - General, Advisers
65% of IFAs identified the portrayal of the industry by the media as the major challenge facing their businesses. The researcher believes this is surprising given the overwhelmingly positive content of the consumer press coverage given to independent advice. The survey also found that the majority identified regulatory bureaucracy and dealing with product provider administration, as the main serious impairments to business efficiency.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D713863E   Click here to contact the authors.
 
Response to FSA 'Key Facts' Consultation
Response to FSA consultation paper CP 170 - 'Informing consumers"
Association of Independent Financial Advisers (AIFA)
Jun 2003 United Kingdom Advisers, Investment - General
The essence of this response is that the existing Key Features Document (KFD) needs an overhaul but the Key Facts proposals involve a lot of cost and a lot of effort and rather less by way of benefits to consumers. The researcher maintaines that the impact of changing the KFD for these consumers will be marginal. It is also concerned by the overly prescriptive requirements for suitability letters, saying these could require advisers to send repeated communications to clients before any sale is completed and before the provider has finalised commission arrangements.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7313851D   Click here to contact the authors.
 
Response to Inland Revenue proposals to simplify Taxation of Pensions
Response to Inland Revenue proposals to simplify Taxation of Pensions
Association of Independent Financial Advisers (AIFA)
May 2003 United Kingdom Taxation
The AIFA says the proposals are refreshingly radical and that with numerous layers of legislation swept away, the growth and promotion of private pension provision should be much improved. However, the Association says that after years of dented confidence, consumers will only provide for themselves if they have access to quality advice. Advice through the workplace is the only way enough people will be encouraged to take the action necessary to close the savings gap and the Government should provide more incentive for employers to play their part.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8C1316F3   Click here to contact the authors.
 
Response to proposals for the Sandler Stakeholder Products
Response to proposals for the Sandler Stakeholder Products
Association of Independent Financial Advisers (AIFA)
May 2003 United Kingdom Investment - General
The AIFA says that the need for the availability and accessibility of advice will be a significant factor in the take up of the proposed Sandler suite of products. The Association has seen no evidence that the need for advice can be bypassed by simply regulating the product and says that advice must accordingly be accommodated in these products and in any pricing structure. The AIFA believes that the availability of advice, in a form acceptable to the consumer and without some of the heavy regulatory overlay which has grown up in recent years, is critical in bridging the savings gap. It sees the concept of focused advice as offering the best and most stable means of spreading the reach of advice.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

58131598   Click here to contact the authors.
 
Responsibility for shaping the market
Response to FSA Consultation On Polarisation
Association of Independent Financial Advisers (AIFA)
Apr 2003 United Kingdom Investment - Performance
The AIFA says the old regime served consumers well and maintains there will be times in the future when the regulator will come to regret its demise as much as the IFA community. However, it acknowledges that the withdrawal of the proposal for a defined payment system will allow many more advisers to retain their independence. Its overall impression is that, as a result of the Menu and CP166, firms can at least now choose the structure and status which best suits their operation rather than be obliged to go down a particular route purely for regulatory reasons. It says this is a positive development which places responsibility for shaping the market where it belongs, with the industry, not with the regulator.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CB1180AA   Click here to contact the authors.
 

Results 1-7 of 7.