Archive for the 'IFAs' Category

Most IFAs offer ethical investment advice

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 [...]

IFAs offered ethical investment training

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) [...]

IFAs warn of impending pensions crisis

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 [...]

HSBC launches Onshore Investment Bond

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 [...]

HSBC launches Onshore Investment Bond

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 [...]