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Former L&G annuities boss Tim Gosden returns to MGM

2 March 2015 1:51 pm | By Mark Sands

L&G’s former head of strategy for individual annuities has returned to MGM Advantage after a decade away.

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AFH Financial acquires advice firm for £970k

2 March 2015 8:35 am | By Tom Selby

Consolidator AFH Financial has acquired Rochester-based advice firm CIB Wealth Management in a deal that could eventually be worth over £970,000.


Crackdown: Politicians set their sights on tax avoidance

27 February 2015 8:30 am | By Mark Sands

A growing political consensus could result in aggressive new tax legislation regardless of the winner of this year’s election.

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L&G plans fixed-term annuity launch

26 February 2015 11:00 am | By Sam Brodbeck

Legal & General is to launch a new fixed-term annuity to help savers limit the income tax they pay when accessing their pensions after April.

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Govt refuses to disclose pension guidance take-up estimate

26 February 2015 9:30 am | By Sam Brodbeck

Reforms risk “descending into chaos” unless Government publishes estimate.

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RBS reports £3.5bn loss as disposal costs and misselling provisions bite

26 February 2015 8:56 am | By Tom Selby

RBS has reported a loss of £3.5bn in 2014 as costs associated with the disposal of its US bank Citizens and misselling provisions weighed on the firm.

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Rising from the ashes: Will annuities recover from Osborne's Budget bombshell?

26 February 2015 8:30 am | By Sam Brodbeck

Provider predicts annuities will hit pre-Budget levels in just two years’ time.

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Ex-FSA chair Howard Davies to succeed Philip Hampton as RBS chairman

26 February 2015 8:23 am | By Tom Selby

Davies will step down from his roles at Phoenix and Morgan Stanley.

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Robert Reid: Pensions guidance cannot exist in scripts alone

27 February 2015

The industry needs to come up with more creative ways of delivering guidance.

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Nic Cicutti: Adviser attacks should not detract from pension freedoms debate

26 February 2015

Some advisers really cannot handle a proper discussion.

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Danby Bloch: Filling up on the pensioner bonds bribe

24 February 2015

Where does the generous proposition fit into financial planning?

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How one complaint case proves the need for a long-stop

23 February 2015

The FOS will bend over backwards to find a way to allow a complaint to be brought outside the usual time limits.

Comments (17)


John Lawson: The cash for annuity question

23 February 2015

The cash value of annuities will come as a surprise to many. But should people be allowed to sell?

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Nic Cicutti: Forays into buying distribution are doomed

19 February 2015

The road is buying distribution is littered with expensive mistakes.

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Robert Reid: Losing the loss leaders

2 March 2015

Business owners must accept that they cannot be everywhere all the time.

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Weekly Adviser View


Dennis Hall: New advice firms need deep pockets

24 February 2015

Gone are the days of clients - and commission - funding your business.

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Neil Liversidge: FCA was wrong to ban fare-dodging fund manager

20 February 2015

We are finally seeing the reinstitution of the Victorian values of which Thatcher dreamed.

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Chris Gilchrist: A high-class game of pass the buck

20 February 2015

The UK has no agency or force capable of preventing a tidal wave of fraud and theft of pension money post-April.

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Profile: SEI's Brett Williams on technology's role in helping advisers

5 February 2015 | By Amanda Newman Smith

SEI Wealth Platform’s Brett Williams highlights the opportunities and challenges facing wealth managers and advisers.

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Trade Body View


Chris Hannant: The long-stop debate starts now

11 February 2015

It is about time the implications on the advice profession are recognised.


Victoria Nye: How should the industry communicate with disengaged savers?

2 February 2015

As investors near retirement even the disengaged will need to wake up and smell the coffee.

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