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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”.

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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. 

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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.

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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)

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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.

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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.

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Succession buys advice firm in £3m deal

26 January 2015 10:49 am | By Tessa Norman

Vertically-integrated firm acquires Finch Financial Services. 

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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.

Comments (13)

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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.

Comments (2)

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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.

Comments (12)

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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.

Comments (4)

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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.

Comments (4)

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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.

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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)

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MGM appoint pricing and longevity director

19 January 2015 9:17 am | By Sam Brodbeck

Phil Naylor will manage the firm’s annuity portfolio.

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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)

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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)

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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.

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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.

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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)

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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)

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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.

Comments (11)

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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).

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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.

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