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Tradeable annuities advice hurdle 'must not be lower than DB transfers'

1 May 2015 2:00 pm | By Sam Brodbeck

Experts call for providers to be able to buy back their own annuities.

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PFS consumer website launch 'nail in coffin for MAS'

1 May 2015 1:00 pm | By Tessa Norman

Professional body says it wants to raise its consumer profile. 

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LV= to launch online advice service

1 May 2015 8:39 am | By Sam Brodbeck

Users expected to pay £199 for recommendations.

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Leap of faith: Providers eye advice offerings to protect market share

1 May 2015 8:30 am | By Sam Brodbeck

LV= will become the latest firm to enter this arena, launching a full advice service targeting customers with small pension pots, Money Marketing can reveal.

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AFH acquires national IFA in £4.1m deal

1 May 2015 8:30 am | By Natalie Holt

Acqusition is consolidator’s largest deal to date.

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65% unaware of pensions death tax reforms

30 April 2015 3:41 pm | By Sam Brodbeck

Advisers urged to reduce IHT bills through pensions.

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Annuity sales up 11% despite falling rates

30 April 2015 11:02 am | By Sam Brodbeck

Annuity rates at lowest level for at least two years.

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Dead end: PI insurers could block insistent clients as liability fears grow

30 April 2015 8:30 am | By Tom Selby, Tessa Norman

PI insurers are considering exclusions for insistent DB to DC transfers, Money Marketing understands. 

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The next misselling scandal? PFS issues insistent transfers warning to advisers

30 April 2015 | By Tom Selby

Advisers risk being at the heart of a new misselling scandal if they process insistent defined benefit to defined contribution pension transfers, the Personal Finance Society warns.

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Auto-enrol boost for Standard Life platform as overseas inflows lift SLI

29 April 2015 11:02 am | By Valentina Romeo

Platform has seen a 16 per cent increase in regular workplace pension contributions.

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Towers Watson and Threadneedle parent circle Russell Investments

29 April 2015 8:48 am | By Tessa Norman

At least six bidders circling Russell Investments in the second round of auction process. 

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Advisers call for an end to 'galling' FSCS levy hikes

28 April 2015 12:52 pm | By Mark Sands

Increased FSCS bills are “galling” say advisers, who demand more targeted costs and tougher action on poor conduct. 

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Pension freedoms boost SJP sales

28 April 2015 8:44 am | By Tom Selby

Wealth management giant St James’s Place saw sales rocket 13 per cent in the first three months of the year.

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Sesame to pay PI excess for firms going to Intrinsic or Bankhall

27 April 2015 10:01 am | By Tessa Norman

ARs will not be pursued for PI excesses if they choose one of Sesame’s preferred exit options. 

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Sesame confirms Intrinsic AR referral deal

24 April 2015 4:13 pm | By Sam Brodbeck

Money Marketing revealed tie-up last month.

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PFS launches consumer education website

24 April 2015 12:19 pm | By Tessa Norman

Site features money guidance and tools and a new adviser directory. 

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Election 2015: What are the key manifesto pledges affecting advisers?

24 April 2015 11:00 am | By Sam Brodbeck, Mark Sands

With the general election now weeks away, Money Marketing looks at the key election pledges impacting advisers and their clients.

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Could Conservatives' Pension Wise review spell the end for MAS?

24 April 2015 9:30 am | By Mark Sands

The Conservatives want to extend the remit of Pension Wise to cover all working people.

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Phoenix signs up to Just Retirement simplified advice service

24 April 2015 8:50 am | By Sam Brodbeck

Customers will be referred to Just Retirement for over the phone recommendations.

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Locking horns: Garry Heath clashes with Apfa over adviser trade body plans

24 April 2015 8:30 am | By Tessa Norman, Sam Brodbeck

Will the launch of another adviser trade body weaken the industry’s lobbying power?

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Ombudsman says Prudential wrong to block transfer to suspect scheme

23 April 2015 3:19 pm | By Sam Brodbeck

Pensions Ombudsman says provider failed to properly investigate the transfer.

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Should savers be given free advice 'voucher' at retirement?

23 April 2015 1:00 pm | By Mark Sands

Ukip has been accused of “mollycoddling” retirees after proposing to offer a guarantee of free financial advice to protect savers.

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Industry urges FCA clarity on pension transfer rules

23 April 2015 1:00 pm | By Sam Brodbeck

Conflicting DWP and FCA definitions must be addressed.

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Labour election win could block cash for annuity plan

23 April 2015 9:30 am | By Tom Selby, Sam Brodbeck

A Labour government may roll back plans to develop a secondary market for annuities, Money Marketing can reveal.

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Under attack: Advisers warned of cyber risks of 'insecure' email

23 April 2015 8:30 am | By Tessa Norman

Firms exposing clients to serious fraud risks through unsecure email accounts, research for Money Marketing finds. 

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Towry open to talks on saving Sesame adviser school

22 April 2015 8:58 am | By Tessa Norman

Beaufort Group looking to garner support to keep school open. 

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Openwork launches chartered status study programme

21 April 2015 11:31 am | By Tessa Norman

Programme will offer face-to-face support for advisers looking to reach chartered status. 

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Attivo to require all advisers and paraplanners to take level 6 qualification

21 April 2015 11:17 am | By Tessa Norman

Staff will have to take 70 hours of CPD a year through firm’s training academy. 

Wonga

Wonga records pre-tax loss following £35m customer redress hit

21 April 2015 9:02 am | By Tom Selby

Controversial payday lender Wonga has reported a pre-tax loss of £37.3m for 2014 after taking a £35m customer remediation hit.

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Sesame to close financial adviser school

20 April 2015 5:34 pm | By Tessa Norman

Group is consulting with a number of staff after announcing it will scrap its investment network. 

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Garry Heath to launch adviser trade body

20 April 2015 12:12 pm | By Tessa Norman

Former IFA Association director general to launch rival body to Apfa next month. 

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Towry reports 2014 profit slump as acquisition costs bite

20 April 2015 10:44 am | By Valentina Romeo

Costs of £10.9m were due to a number of business acquisitions in 2014.

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GBST to power Just Retirement platform

20 April 2015 10:11 am | By Sam Brodbeck

Composer platform allows customers to “mix and match” their savings.

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Apfa accused of 'giving up' on fight for long-stop

17 April 2015 11:56 am | By Tessa Norman

Advisers say Apfa should ‘stick to its principles’ and not consider alternatives to a 15-year long-stop. 

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Providers urge Govt to reverse annuity buy-back ban

16 April 2015 1:00 pm | By Sam Brodbeck

People selling their annuities will get a better price from their original providers, say insurers.

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Apfa fails to act on FSCS costs after calling for NAO audit

16 April 2015 9:30 am | By Tessa Norman

Trade body has not submitted a request to the NAO despite calling for it to review FSCS costs. 

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Ukip to investigate advice 'voucher' system for retirees

16 April 2015 8:50 am | By Mark Sands

Ukip plans to offer guaranteed free advice to retirees, as well as sharply increasing guidance budgets.

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Drawdown customers risk losing out from 'mortality drag', report warns

16 April 2015 8:41 am | By Sam Brodbeck

Annuities are value for money, despite poor reputation, report says.

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Arck investors face further FSCS claim delays

16 April 2015 8:34 am | By Tom Selby

Investors in failed property investment scheme Arck are facing further delays as the Financial Services Compensation Scheme continues to investigate claims against advisers

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Sesame accused of 'pressure tactics' over three-month deadline

15 April 2015 2:45 pm | By Tessa Norman

Network offering members incentives to choose its preferred exit options. 

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