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Providers in recruitment drive ahead of April pension revolution

29 January 2015 1:00 pm | By Sam Brodbeck

Pension providers are pouring cash into customer services ahead of the “April surge”.


Bellpenny hit by scam email to clients

29 January 2015 11:00 am | By Tessa Norman

Malware sent email to dozens of the firm’s clients from an official Bellpenny address. 


Standard Life targets pension freedoms with retirement-focused DFM launch

29 January 2015 10:31 am | By Tom Selby

Standard Life Wrap has launched a retirement-focused DFM offering for advisers as the platform looks to boost its pension offering following the Budget reforms.


MAS directory excludes non-advised brokers

27 January 2015 12:00 pm | By Sam Brodbeck

Pension scammers could take advantage of “mid market” people who don’t want full advice, experts warn.

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Mattioli Woods acquires £83m pension admin arm for £1

27 January 2015 9:28 am | By Natalie Holt

Deal to acquire the Torquil Clark portfolio of 140 Sipp and SSAS schemes completed last week.

Comments (1)


Pension scammers target savers following Budget bombshell

26 January 2015 1:17 pm | By Sam Brodbeck

Savers three times as likely to be contacted by pension scammers now, compared to before the pension reforms were announced.

Comments (7)


Wary schemes to block millions from pension freedoms

26 January 2015 12:16 pm | By Sam Brodbeck

A fifth will help members switch schemes to access flexibilities.


Succession buys advice firm in £3m deal

26 January 2015 10:49 am | By Tessa Norman

Vertically-integrated firm acquires Finch Financial Services. 


Aviva: Advisers underestimating clients' life expectancy

26 January 2015 10:18 am | By Sam Brodbeck

Nationally-agreed life expectancy figures should be included in Pension Wise, says Aviva.

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Former Treasury financial secretary Mark Hoban to quit politics

23 January 2015 11:34 am | By Sam Brodbeck

MP who compared advisers to McDonalds staff to step down after 14 years.

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London wealth manager buys IFA to boost assets by £150m

23 January 2015 11:30 am | By Tessa Norman

Dart Capital acquires Kent-based adviser Waterson Jones. 

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FCA fails to address key issues in final simplified advice guidance

22 January 2015 11:51 am | By Tessa Norman

Regulator says it cannot give further clarity on liabilities and the FOS.

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Pension freedoms add 'layer of complexity' to divorce cases

22 January 2015 9:30 am | By Sam Brodbeck

Lawyers say new cash option makes divorce proceedings unpredictable.

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SJP adviser numbers surge as assets pass £50bn

22 January 2015 8:55 am | By Sam Brodbeck

Funds under management hit record £52bn.

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Jonathanfry acquires Harry Katz's Norwest Consultants

20 January 2015 3:48 pm | By Sam Brodbeck

Veteran adviser Harry Katz’s business, Norwest Consultants, has been acquired by adviser firm jonathanfry for an undisclosed sum.

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Citizens Advice names first pension guidance sites

20 January 2015 12:04 pm | By Sam Brodbeck

CAB reveals 44 office locations for face-to-face sessions.

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Aviva warns on impact of Sesame liabilities

20 January 2015 11:49 am | By Sam Brodbeck

But insurer says “allowing Sesame to fail” could also hit Aviva’s reputation.

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Investment advisers face £125m FSCS levy for 2015/16

20 January 2015 11:27 am | By Tom Selby

Life and pensions intermediaries will have to cough up £57m, some £24m higher than the bill they faced in 2014/15.

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Lord Mandelson hits out at 'crude' mansion tax

20 January 2015 10:02 am | By Sam Brodbeck

Ex-cabinet minister slams Labour’s flagship policy.

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FCA reveals failures of £700bn cash savings market

20 January 2015 8:58 am | By Sam Brodbeck

Market “not working well for consumers” but regulator stops short of banning introductory bonus rates.

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Aviva to cut 1,500 staff following Friends Life merger

19 January 2015 3:55 pm | By Sam Brodbeck

Decision pending on which departments will be affected.

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JPMAM's Farquhar joins Square Mile

19 January 2015 1:52 pm | By Adam Lewis

JP Morgan Asset Management head of strategic relationships Jamie Farquhar has joined Square Mile Investment Consulting and Research.


Survey reveals £200m rise in individuals' overpaid tax

19 January 2015 11:33 am | By Sam Brodbeck

Poor planning will lead to £4.9bn in overpaid taxes in 2015.

Comments (2)


MGM appoint pricing and longevity director

19 January 2015 9:17 am | By Sam Brodbeck

Phil Naylor will manage the firm’s annuity portfolio.


Tavistock Investments to acquire troubled network Financial Ltd

19 January 2015 9:15 am | By Tom Selby

Tavistock Investments is on the brink of acquiring Standard Financial Group, the parent company of adviser network Financial Ltd.

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Tenet reports 18% rise in profit after paying out £3m in claims

16 January 2015 11:52 am | By Tessa Norman

Network paid out £3.2m in liabilities, largely relating to Arch cru, its latest accounts reveal. 

Comments (1)


Financial Limited seeks investment after posting £105k loss

16 January 2015 10:29 am | By Tessa Norman

FCA imposed recruitment ban on network last year. 

Comments (1)


PPI: Disengagement and inertia 'key risks' in pension reforms

15 January 2015 3:35 pm | By Sam Brodbeck

Pensions industry needs to address “key risk” of disengagement and inertia, says think-tank.

Comments (4)

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Ascentric unveils new charging model and cuts fees

15 January 2015 2:06 pm | By Sam Brodbeck

Royal London-owned platform Ascentric has introduced a new “inclusive” charging structure.

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Hargreaves under fire over 'portfolio transfer delay'

15 January 2015 1:00 pm | By Michael Berry

Hargreaves Lansdown took four months to transfer a portfolio to another platform, but is refusing to compensate the client’s adviser for hours spent chasing them up, the adviser claims. 

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Advisers fear £4.2m guidance levy will be 'open cheque'

15 January 2015 11:00 am | By Tessa Norman

Treasury will recoup extra costs from the industry if bill exceeds £35m estimate. 

Comments (12)

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Old Mutual Wealth launches adviser-led self service option

15 January 2015 10:02 am | By Sam Brodbeck

Service developed to ease adviser fears of execution-only exodus.


Experts back Wheatley over Budget pensions due diligence fears

15 January 2015 9:30 am | By Sam Brodbeck

Advisers should take “the long view” with providers honest enough to say they are not ready.

Comments (7)


Saga and Tilney Bestinvest create advice service for over 50s

15 January 2015 8:34 am | By Tessa Norman

Joint venture will offer investment advice and financial planning services. 

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Revealed: How advisers are really charging post-RDR

15 January 2015 8:00 am | By Tessa Norman

As research reveals up to 90 per cent of firms operate a percentage fee model, Money Marketing uncovers how firms are really charging for advice. 

Comments (36)


Aegon scraps adviser support website as John Joe McGinley exits

14 January 2015 1:05 pm | By Sam Brodbeck

Adviser support website Business Brain scrapped.

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Storage pods and car park investments: 'Dispatches' exposes pension risks as April approaches

13 January 2015 1:36 pm

Channel 4’s Dispatches highlights risk of a generation of destitute pensions.

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IFA Centre founder Gill Cardy joins Defaqto

12 January 2015 6:21 pm | By Tom Selby

Defaqto has recruited former IFA Centre managing director Gill Cardy as insight consultant (wealth).


Openwork appoints Dave Ewens as distribution head

12 January 2015 3:54 pm | By Tom Selby

Openwork has recruited MetLife sales director Dave Ewens to head up distribution at the network.

Comments (2)

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Advisers hit with £4.2m bill for Govt guidance service

12 January 2015 1:07 pm | By Sam Brodbeck

Government estimates Pension Wise will cost £35m in 2015/16.

Comments (17)

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