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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.


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.


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.


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. 


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.


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. 


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. 


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 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.


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.


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. 

Comments (5)

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