The Financial Services Authority (FSA) has warned consumers that investments advice must take account of the level of risk they feel comfortable with in their portfolios. Investment advisers must ensure that they assess and then factor in the client’s attitude to risk, when offering investment advice.
Posts Tagged ‘Investment Advice’
Investments advice must match risk level, says FSA
Saturday, May 7th, 2011Investment advice can protect and guarantee your investment
Wednesday, November 24th, 2010
Almost 90% of UK investors are working to stabilise or reduce the risk level of their investments, the Association of Investment Management has said this week. Good investment advice can help them access the new generation of guaranteed investments now available, which allow a stock markets investment at no risk to your capital – you are guaranteed to get back at least what you put in.
Pension planning tops the list for independent financial advice
Thursday, July 15th, 2010Those who go online for independent financial advice are most concerned with pensions and retirement. Second most popular choices are savings and investments, with mortgages taking only 3rd place in a lukewarm climate for lending
Barclays investment funds: risk level altered without notifying clients
Monday, February 8th, 2010
Barclays has revealed that it did not advise its clients of changes to the risk profile of some of its investment funds, following a review of its funds products during 2007. The news has emphasised the need for funds investors to constantly and regularly review their funds investments, with the help of an independent financial adviser.
Investment advice needed? Online investing advice now an option.
Saturday, February 6th, 2010Investment advice is still a service that only the minority is availing of, warns Principle First. “Only 20% of consumers in the UK are seeking financial and investment advice, shocking statistics for something that should be so important.” With the lack of investing advice, many people have poor-performing ISA’s or bonds, and have not adequate pension [...]
One in five stock market investors never review performance
Tuesday, November 10th, 2009Over one in five (22%) of UK stock market investors admit they never review their fund investments to check on performance, according to new research conducted by Prudential. Over two-thirds (65%) of UK adults rely on internet searches or newspaper articles when selecting where to place their savings, instead of seeking the help of a professional [...]
Investment tips for 2009 and 2010
Sunday, November 8th, 2009I have come back from a seminar by Invesco Perpetual, where I received information on their future investment strategy. Getting information like this direct from the Fund Managers of one of the most efficient investment companies is worth considering, and building into your investment strategy. Be aware, that when advising clients and building our Principle [...]
How often do you review your finances?
Saturday, March 7th, 2009As a firm of Independent Financial Planners we get a lot of new clients saying they have been disapointed and/or disheartened with previous investments or pensions. This has affected their long term opinion on investment funds, whether they have had their funds in a pension or general investment structure, such as an ISA, PEP or [...]
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