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US unemployment rises to 6.2%

1 August 2014 2:32 pm | By Jon Yarker

However 209,000 jobs were created during July. 


Freedom and choice for all? Providers review early encashment penalties on Budget reforms

1 August 2014 1:00 pm | By Tom Selby

Experts warn people with legacy pension plans could still effectively be excluded from the Budget freedoms.


Fund groups review cash disclosure stance on property

1 August 2014 1:00 pm | By Michael Berry

Three UK direct property funds in the IMA Property sector do not detail their cash positions on their fund factsheets.


Pensions regulator reports rise in auto-enrolment compliance cases

1 August 2014 12:39 pm | By Michael Glenister

Regulator uses report to warn that LLP partners fall within auto-enrolment rules.


Former Perspective director Craddock joins SJP

1 August 2014 11:05 am | By Michael Glenister

Peter Craddock apopointed head of large business acquisition 


Mortgage fee cuts 'next battleground' for lenders

1 August 2014 11:00 am | By Devraj Ray

Brokers say lenders will compete on fees, with little room left for further fixed rate cuts.


Trusts vs open-ended: How has UK property fared?

1 August 2014 10:40 am | By Pamela Morris

The sector has been popular with investors so far this year but which vehicles are delivering the best performance?


Hargreaves cuts dividend re-investment charge

1 August 2014 10:21 am | By Michael Glenister

Minimum fee now set at £1 and maximum at £10.


FCA fails to monitor compliance guarantees

1 August 2014 9:30 am | By Tessa Norman

Risk of attestations being used disproportionately, say lawyers. 

Kellard Mike Axa Wealth 700x450

Axa Elevate assets up 30% to £8.4bn

1 August 2014 8:45 am | By Natalie Holt

Net inflows on the platform are up 8 per cent to £1.1bn.


RBS warns of 'significant' impact of Scottish independence

1 August 2014 8:39 am | By Sam Macdonald

Royal Bank of Scotland says a yes vote on Scottish independence could significantly increase its costs.


Pensions liberation: How scams are mutating post-Budget

1 August 2014 8:30 am | By Steve Tolley

Experts say pension liberators are employing increasingly sophisticated models to avoid regulatory scrutiny.


S&P Dow Jones contacts fund groups over Russian sanctions impact

1 August 2014 8:12 am | By Jon Yarker

Firm launches consultation on whether or not impacted securities should be removed from indices. 


Guardian acquires £1.7bn of annuity assets from Phoenix

31 July 2014 5:17 pm | By Tessa Norman

Second transfer deal between Guardian Financial Services and Phoenix. 


PosSol advisers face commission payment delays

31 July 2014 4:13 pm | By Michael Glenister

Switch from True Potential sees hold-up passing on adviser payments.

More news



Concern over ever-longer mortgage terms

25 July 2014 | By Devraj Ray

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


Tony Wickenden: A matter of relevance

24 July 2014

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


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.


The Platforum: Parmenion and its ready-made CIPs

24 July 2014

Ready-made centralised investment propositions


Asset allocation: Brewin Dolphin looks to sell down US and UK equities

17 July 2014 | By Sam Macdonald

Brewin Dolphin head of research Guy Foster says noises coming from the respective governments of rising inflation will force a sale of holdings


Outsourcing: Which model works for your clients?

17 July 2014 | By Amanda Newman Smith

Centralised investment propositions must suit the client to satisfy the regulator.


Financial planning is not just a marketing label

17 July 2014

Use the quieter summer months to determine which areas of your business might benefit from a modular charging structure


Using social media as a recruitment tool

17 July 2014

No longer just a youth fad or client lead generator, social media plartforms are used with increasing success for recruitment purposes - both when hiring or looking for a new position


Sprint to the finish

17 July 2014 | By Amanda Newman Smith

Fastrak service gives advisers a single view of platform and back office systems.


Tony Wickenden: When it is relevant to pay IHT

16 July 2014

Government proposals to simplify IHT charges on trusts have shown that reform is far from simple.

Paul Resnick

Paul Resnik: Budget guidance puts advisers in role of question master

16 July 2014

What questions should advisers ask clients in the new world of flexible retirement?


Phil Billingham: Making business plans in an uncertain world

15 July 2014

Business continuity plans address key risks and set out a protocol for dealing with unforeseen outcomes.

More analysis



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.


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)


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.


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...


Alternative Ucits assets reach record high after 16% jump

31 July 2014 | By Gary Jackson

Assets under management in the alternative Ucits space has reached a record high after growing by 15.6 per cent over the opening half of 2014, new figures show.


Former SEI and Ascentric director joins Succession

31 July 2014 | By Michael Glenister

Richard Goodall to work alongside Simon Taylor on platform proposition


Henderson Global Strategic to change name and objective

31 July 2014 | By Jon Yarker

Subject to regulatory approval, changes will take place from 11 August. 


Financial Ltd faces 'hundreds of millions' in redress after FCA action

31 July 2014 | By Tessa Norman

FCA found “systemic weaknesses” in network’s systems and controls for recruiting and supervising advisers.

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