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Webb hints at provider reprieve over 'huge' exit penalties

1 September 2014 4:24 pm | By Steve Tolley

Webb says Government is talking to industry to deal with exit charges undermining pension flexibility.

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Start-up costs for independent Scotland could reach £2.5bn

1 September 2014 3:59 pm | By Pamela Morris

The creation of a new currency would add another £2bn to this figure.

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Virgin Money edges closer to IPO

1 September 2014 3:24 pm | By Devraj Ray

Sky News reports that Virgin Money could launch its shares on the stock exchange as early as October.

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SLI cuts Ignis equity managers

1 September 2014 1:33 pm | By Michael Berry

Standard Life Investments has replaced the Ignis equity managers from 15 funds with its own managers.

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Sarasin & Partners hires Ignis' Julio for global equities team

1 September 2014 1:03 pm | By Pamela Morris

Julio will support Harry Talbot Rice in managing the Sarasin EquiSar fund as part of his new role at the firm.

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BoE: Purchase approvals up 8% but remortgage lending down again

1 September 2014 12:26 pm | By Devraj Ray

Economists say purchase figures are proof lending is starting to recover following the Mortgage Market Review.

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Senior Labour MP says party's economic credibility woes 'down to Brown'

1 September 2014 11:58 am | By Steve Tolley

Shadow Business Secretary Chuka Umunna says “seeds were sown” by Gordon Brown’s election strategy.

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Nutmeg eyes pension wrapper as it posts £3.7m loss

1 September 2014 11:54 am | By Michael Glenister

D2C firm plans to target older, wealthier clients.

Accord

Accord Mortgages introduces LTI cap on loans over £500k

1 September 2014 10:15 am | By Devraj Ray

Lender limits loans over £500,000 to four times income. 

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Brewin settles abandoned tech deal for £2m

1 September 2014 9:53 am | By Michael Berry

Brewin Dolphin will pay £2m to settle the contract for the discretionary IT system roll-out it abandoned earlier this year.

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Bellpenny acquires Glasgow-based advice firm

1 September 2014 9:51 am | By Michael Glenister

Deal sees more than 1,000 clients and £108m in assets under advice move to consolidator.

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FCA reveals 28% surge in 'suspicious transaction' reports

1 September 2014 9:48 am | By Tessa Norman

FCA has upped its game on market abuse, says law firm Pinsent Masons. 

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Architas unveils Diversified Multi Asset fund for Rock

1 September 2014 9:16 am | By Jon Yarker

Firm planning retail rollout of already-launched institutional fund.

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Novia takes £250k stake in advice firm

1 September 2014 9:05 am | By Michael Glenister

Wrap platform to provide loan facility up to £750,000.

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Co-op Group members back reforms

1 September 2014 9:04 am | By Natalie Holt

Overhaul of the way business is run comes after the business discovered a £1.5bn capital shortfall in the Co-op Bank.

More news

Analysis

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Danby Bloch: Fast track to a risk register

1 September 2014

Every business should have a risk register setting out the main risks the organisation faces and how it is dealing with them.

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Asset Allocation: Patience a virtue for JPM as it puts faith in Japan

1 September 2014 | By Michael Berry

The JP Morgan Fusion fund of funds range has doubled down on Japanese prime minister Shinzo Abe’s planned third arrow.

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Adam Samuel: Wielding the power of attorney

29 August 2014

Grey areas can emerge when trying to meet the interests of your customers, especially in areas such as power of attorney

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How far can technology replicate the advice process?

29 August 2014 | By Amanda Newman Smith

Is technology a business opportunity or a threat for advisers?

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Falling securitisation costs could spark wave of new lenders

29 August 2014 | By Devraj Ray

Proposed changes to the Solvency II directive would bring down the cost of securitising, which some say will lead to new lenders.

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Why past performance numbers don’t add up

28 August 2014 | By Amanda Newman Smith

Negative numbers from the financial crisis are dropping out of investment funds’ five-year numbers but what does this mean for investors?

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Ian McKenna: Would guidance be better as a short-term fix?

26 August 2014

A huge amount of time and money is about to be spent because the Chancellor did not fully think through the implication of the guidance guarantee. 

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Will £10k annual allowance put the brakes on pension flexibility?

11 August 2014 | By Amanda Newman Smith

The Government is trying to balance flexibility and anti-abuse measures in its ambitious plans for pension reform.

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Concern over ever-longer mortgage terms

25 July 2014 | By Devraj Ray

Borrowers could face difficulties maintaining repaymetns if their income falls during retirment

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Tony Wickenden: A matter of relevance

24 July 2014

A further look at how new planned IHT rules would apply to relevant property trusts.

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Chris Davies: The starting point for business planning

24 July 2014

There is further work to be done in understanding the regulatory high-level standards in developing a bona fide business plan.

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The Platforum: Parmenion and its ready-made CIPs

24 July 2014

Ready-made centralised investment propositions

More analysis

Videos

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MMTV: The ABI's Huw Evans discusses the role of insurers in delivering pension reforms video

17 July 2014

Association of British Insurers deputy director general Huw Evans tells Tom Selby how insurers are coping with the barrage of pension reforms emanating from Whitehall.

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MMTV: Lord Hutton issues warning over collective DC risks video

16 July 2014

Former Labour work and pensions secretary Lord John Hutton discusses the tensions between the DWP’s ‘collective DC’ plans and Chancellor George Osborne’s radical Budget reforms.

Comments (2)

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Video from Partnership: Martin Lines on the role of annuities in delivering retirement income solutions video

11 July 2014

Partnership head of business development Martin Lines discusses the role of annuity products in the rapidly evolving retirement market.

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Video from Just Retirement: Steve Martell on the complex choices facing retirees post-Budget video

11 July 2014

Just Retirement intermediary sales director Steve Martell discusses the changing retirement landscape and the role of advice following the Budget.

More videos

In case you missed it...

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IMA board set for shake-up

1 September 2014 | By Michael Glenister

Chair Helena Morrissey calls for more women on board.

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Hargreaves Lansdown 'set to apply for banking licence'

1 September 2014 | By Natalie Holt

Analysts at Morgan Stanley expect Hargreaves to secure a banking licence in a bid to retain clients and capitalise on Budget reforms.

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Cost of skilled persons reports hits £145m

29 August 2014 | By Steve Tolley

Though there are fewer S166 reviews under the FCA the average cost has more than quadrupled to £3m.

Comments (1)

Andrew Tyrie

Tyrie questions FCA over cost of skilled person reports

29 August 2014 | By Steve Tolley

Treasury select committee chair Andrew Tyrie says he is “particularly concerned” about cost to firms and customers.

Comments (6)

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