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Foster Denovo co-founder quits to set up his own firm

18 September 2014 4:21 pm | By Samuel Dale

Former Millfield Partnership adviser David Pugh is starting his own company.

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Nationwide launches price promise for existing customers

18 September 2014 1:07 pm | By Paul Thomas

Society will ensure it offers cheaper remortgage rates than its six biggest rivals.

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Godfrey Bloom: Ukip should do more to tackle financial regulation

18 September 2014 1:04 pm | By Samuel Dale

Former Ukip financial services spokesman Godfrey Bloom says the party is focussing solely on EU regulation.

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Savers swap annuities for drawdown as Budget impact bites

18 September 2014 1:00 pm | By Sam Brodbeck

ABI figures reveal extent of loss of appetite for standard annuities.

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Sterling McCall defends pre-pack acquisition that left £8m in Ucis liability

18 September 2014 1:00 pm | By Michael Glenister

Sterling McCall acquired Key Benefits for £30,000 in May.

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Moneygate in court clash with IFA sale broker

18 September 2014 1:00 pm | By Michael Glenister

Harrogate County Court judgment follows payment dispute

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Neptune profits drop 40% for second year running

18 September 2014 12:04 pm | By Pamela Morris

Revenue also fell by 14 per cent as AUM dropped by approximately 8 per cent.

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HMRC eyes Budget flexibilities for QROPS

18 September 2014 11:21 am | By Sam Brodbeck

The Government is set to extend the Budget pension flexibilities to overseas savings vehicles after holding crunch talks with the industry.

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Apfa: Guidance guarantee would cost advisers 5% of profits

18 September 2014 11:18 am | By Tessa Norman

Disproportionate cost for advisers undermines guidance proposals, says Apfa. 

Cummins David Tilney Bestinvest

Tilney Bestinvest hires financial planning director

18 September 2014 11:04 am | By Michael Berry

Tilney Bestinvest has hired David Cummins as a financial planning director based at the firm’s new Maidstone office.

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FCA suspends activities of three debt management firms

18 September 2014 10:52 am | By Tessa Norman

Regulator freezes bank accounts of three firms under investigation. 

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CML: Gross lending up 13% in August

18 September 2014 10:19 am | By Paul Thomas

CML predicts lending slowdown in coming months due to MMR and cooling London market.

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FOS upholds two complaints against Sesame for advice failings

18 September 2014 9:30 am | By Tessa Norman

FOS finds advice process failings including poor record-keeping.

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Vanguard European institutional head Vanstone passes away

18 September 2014 9:26 am | By Pamela Morris

Vanstone, 53, joined Vanguard in 2012 and had 30 years experience in the investment industry.

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Ex-SWIP chief exec Buckley joins JPM Asian IT board

18 September 2014 9:01 am | By Pamela Morris

Dean Buckley left SWIP earlier this year following the firm’s acquisition by Aberdeen Asset Management.

More news

Analysis

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Why did the Scottish No campaign not talk about mortgage uncertainty?

18 September 2014 | By Devraj Ray

Brokers argue that the uncertainty around a currency split and mortgage lending should have been a main feature of the No campaign

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The Platforum: Barclays is banking on a new platform

17 September 2014

The next phase of Barclays’ evolution will see it building its own platform technology with FNZ

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Asset allocation: 7IM swaps European equities for US exposure

16 September 2014 | By Sam Macdonald

The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe

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Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability

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'Regulatory unknowns' for HSBC as Woodford scraps holding

15 September 2014 | By Michael Berry

Woodford cites danger of more regulatory penalties but others see positives for the bank.

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Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.

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Will high-street giants follow Skipton's SVR move?

12 September 2014 | By Devraj Ray

Skipton Building Society has reduced its revert-to rate by 0.5 per cent but brokers are divided about whether other lenders will follow.

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How to find the adviser tech tools that really work

11 September 2014 | By Amanda Newman Smith

Financial planner sheds light on latest technological wizardry in financial services.

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Are pension death benefits about to get a new lease of life?

11 September 2014 | By Amanda Newman Smith

Tax on pension death benefits is expected to fall but are radical plans for passing on pensions feasible?

Apple

Do you know your DFM from your multi-manager fund?

9 September 2014 | By Amanda Newman Smith

Is there really any difference between unitised discretionary fund management and multi-manager funds?

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Lenders adapt valuation models as surveyor shortage bites

8 September 2014 | By Devraj Ray

Up to 40 per cent of properties are failing to complete as result of a shortage of surveyors.

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What is the best way to buy in to property?

5 September 2014 | By Jon Yarker

Fund managers discuss the viable routes to invest in property, and whether the property ship has already sailed.

More analysis

In case you missed it...

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Just Retirement reports 19% profit rise despite Budget annuities hit

18 September 2014 | By Tessa Norman

Annuity sales halved following the Budget in March. 

Labour Budget

Is Labour preparing to overturn George Osborne's pensions revolution?

18 September 2014 | By Tom Selby, Samuel Dale

Insurers have held behind-closed-doors meetings about the political risk attached to Chancellor George Osborne’s pension revolution.

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Asset allocation: Beaufort IM prepares to head east

18 September 2014 | By Michael Berry

Beaufort Investment Management is slow and deliberate with its investment decisions and is sceptical of the ability to time markets

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SSAS customers risk devastating tax hit under new anti-liberation rules

17 September 2014 | By Sam Brodbeck

Fit and proper test could catch out schemes without professional administrators.

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