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Institutional platforms seek exemptions from FCA rules

24 April 2014 | By Sam Macdonald

Firms think they fall outside of platform definitions and can therefore retain fund manager payments.

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D2C platform Selftrade reviews client data in money laundering checks

24 April 2014 | By Sam Macdonald

Clients were told to fill out financial details to “reconfirm and refresh their proof of identity”.

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Andrew Fisher to leave Towry; Ex-Pru boss joins as chief exec

24 April 2014 | By Michael Glenister

Towry chief exec retains 20 per cent stake in the company ahead of a planned flotation.

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Number of FCA senior fines drops 40% since 2010

24 April 2014 | By Tessa Norman

FCA handed out 18 senior fines last year, down 40% since 2010 

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Webb calls for flat 30% pensions tax relief

24 April 2014 | By Natalie Holt

Pensions minister says pension tax relief should be spread ”much more evenly”.

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Tribunal upholds £80k fine against fraudulent mortgage broker

24 April 2014 | By Devraj Ray

Amir Khan will be fined £80,000 after the Regulatory Decisions Committee had originally recommended a fine of £100,000 in its warning notice.

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Royal London adds £318m in with-profits bonuses in 2013

24 April 2014 | By Tessa Norman

Further £81m allocated to policies through mutual dividend.

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Richard Hodges quits L&G

24 April 2014 | By Sam Macdonald

Hodges manages the £2bn L&G Dynamic Bond trust.

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Adviser in court over '£600k fraud to fund gambling habit'

24 April 2014 | By Michael Glenister

Alok Dhanda appeared in court accused of using client money to fund gambling debt.

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Ex-Whitechurch MD Ian McIver joins IFA Compliance

24 April 2014 | By Sam Macdonald

McIver takes up role as managing director alongside role of director at adviser firm Nexus.

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European Wealth completes £7m reverse takeover

24 April 2014 | By Sam Macdonald

EW completes a reverse takeover of Aim-listed advice and wealth management firm European Wealth Management Group.

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FCA unconcerned branch meetings could last over 3 hours post-MMR

24 April 2014 | By Paul Thomas

FCA mortgage head Linda Woodall says longer appointments could lead to “more sustainable outcomes”.

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Advisers hit by soaring costs as PI premiums hiked by 50%

23 April 2014 3:18 pm | By Tessa Norman

Advisers facing premium hikes and onerous data requests from insurers.

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Santander and NatWest increase rates on Help to Buy 2 products

23 April 2014 3:15 pm | By Devraj Ray

Santander and NatWest Intermediary Solutions increase H2B 2 rates by 0.1% and 0.4% respectively.

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Scottish Widows appoints new annuities director

23 April 2014 2:31 pm | By Tom Selby

Stuart Paton Evans will be responsible for developing retirement income solutions following radical pension reforms announced last month.

More news

Analysis

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Peter Hamilton: Avoid 'open-ended advice' with your terms of business

14 April 2014

Take care when drafting terms of business agreements to clearly define the scope of advice and service provided by a firm.

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Walker Crips uses stockbroking pedigree to buy in ahead of the market

24 April 2014 | By Michael Berry

Protecting clients’ money against looming rising interest rates is a major theme for company’s Actively Managed Portfolio Service.

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Phil Carroll: Using the new pension income rules in practice

24 April 2014

The Budget has allowed much greater flexibility for taking income in retirement and this will affect both how savings are accumulated and the advice on how take the income.

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Paul Bayliss: Better technology is the key to attracting younger clients

24 April 2014

Advisers need to invest in mobile technology to properly meet the expectation of the next generation of clients.

Better Business: Prioritising between competing projects

24 April 2014

It can be difficult to prioritise project work but using set criteria can help show where scarce resources would be best put to work.

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Will the MMR deliver on its objectives?

24 April 2014 | By Devraj Ray

On the eve of MMR implementation, Money Marketing talks to brokers about how the review has been handled, and how it will impact brokers and consumers.

Platform Focus: Standard Life

24 April 2014

Standard Life is not the cheapest option but good service costs money.

Making auto-enrolment work: Employers need to start early

24 April 2014

There are many complications involved in putting an auto-enrolment scheme into place and employers need to start the process as soon as possible to give them time cope.

Better Business: Proper disclosure of adviser charging

24 April 2014

Following the FCA’s recent review of adviser charging, it is important to ensure clients are given a clear breakdown of advice costs as soon as possible.

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Better Business: Benchmarking your business

17 April 2014

Benchmarking compares your business to the rest of the market and provides context for competitive analysis. There are two main stages – gathering external data and assessing your position.

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Careers Brief: Stand by your brand

17 April 2014 | By Amanda Newman Smith

The importance of building and communicating your brand should not be underestimated

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People on the move

17 April 2014

Skandia Life founder and chairman of Nucleus Financial Group Paul Bradshaw has become chairman of River & Mercantile Group. The group was formed by the recent merger of P-Solve with River & Mercantile Asset Management. Bradshaw will oversee the firm’s growth strategy and work closely with its executive team, led by chief executive Mike Faulkner.

More analysis

Videos

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MMTV: The Platforum grills Standard Life on fund discounts video

28 March 2014

Holly Mackay speaks to Standard Life head of platform propositions David Tiller

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MMTV: The financial planning opportunities thrown up by the Budget video

21 March 2014

Tony Wickenden and John Woolley get to grips with the radical reforms set out in the Budget.

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MM Wired: Debating annuity reform with the FCA video

11 March 2014

In this session we hear the views of FCA director Nick Poyntz-Wright

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MM Wired: Annuities- where did it all go wrong? video

11 March 2014

We hosted a series of live MM:Wired TV debates on our website following the FCA’s recent annuities thematic review. In this session, advisers Robert Reid and David Trenner debate changes that are required with the ABI’s Yvonne Braun and EY’s Malcolm Kerr. 

More videos

In case you missed it...

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Schroders closes two funds that are 'unlikely to grow'

23 April 2014 | By Jon Yarker

Schroder ISF Brazilian Equity fund and Schroder ISF Global Resources Equity fund closed due to size concerns. 

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MPC voted unanimously to maintain base rate

23 April 2014 | By Devraj Ray

Minutes from the committee’s April meeting show all members voted to maintain base rate and quantitative easing.

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SimplyBiz acquires estate planning firm APS Legal

23 April 2014 | By Michael Glenister

Adviser support firm buys white-label estates, wills and probate business. 

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Nationwide goes free phone after broker backlash at premium rate lines

23 April 2014 | By Paul Thomas

Nationwide and TMW go free phone after pressure from Mortgage Strategy. 

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