News and Analysis
This edition covers developments during September 2014.
- CPD Centre
- MM TV
A steep rise in non-advised sales has sparked fears that advice is being disguised as execution-only to get around suitability rules
Money Marketing examines all the key tax changes and market reforms politicians have in store for advisers in the next parliament
The Chancellor’s cut to the 55 per cent death tax, and the decision to extend the reforms to only certain types of annuities, means the tax system will explicity favour drawdown. So has the fate of the annuity market now been sealed?
Following the Scotland No vote, the ensuing political row over ‘English votes for English laws’ has left financial services firms still wary of the future of the UK
Do you think Citizens Advice is capable of delivering a good at-retirement guidance service?