News and Analysis
This edition covers developments during November 2014.
- CPD Centre
- MM TV
Insurer has backtracked on plans to offer savers guidance over fears of straying into advice. Money Marketing understands Aviva had planned to launch a 30-strong team to deliver phone-based guidance.
Advisers question whether the CII is playing catch-up on qualifications, despite its overhaul of criteria for chartered firms. And is level six becoming the new level four?
Money Marketing grills the organisations on the guidance frontline.TPAS chief Michelle Cracknell says of guidance: “It’s not a Take That concert - it’s not going to run out.”
As research predicts a “revolution” in female spending power, could this change the face of advisers’ clients?
Will more providers shun pensions guidance over fears of straying into advice?