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Advisers back away from DB transfers

Just one in four advisers are willing to work on transfers out of defined benefit pension schemes, boosting calls for new regulatory guidance. A survey of 248 advisers conducted by NMG Consulting found just 27 per cent would undertake DB transfers, while around half said they they would not. A quarter of respondents were undecided. […]

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Nic Cicutti: Reflecting on Steve Webb’s legacy

Now that the general election dust is slowly beginning to settle, there is a departing minister whom I want, perhaps surprisingly, to pay tribute to – and another person I would like to welcome into her new role in Government. The person I want to offer praise to is Steve Webb, who lost his north […]

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Joanne Smith: Don’t let poor performance management lead to misselling

Despite recent industry improvements on staff incentives in a bid to reduce misselling, wider performance management techniques have been found to negatively influence the behaviour of frontline staff. The FCA has been clear in its stance that firms that offer staff incentives or use ‘pushy’ performance management techniques to drive sales are not operating in […]

Neptune’s Burnett looks beyond Greece

Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the Greek bailout deal and its potential implications for European equities. In the video Rob discusses: Why, with the Greek crisis receding, markets can now focus on Europe’s strong fundamentals The resilience of European markets and why the recovery is on a solid footing […]

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