The Association of British Insurers is calling on HM Revenue & Customs to revisit its rules around the way it governs a person’s estate following their death in order for providers to issue a part-payment on life insurance claims.
West Riding Personal Financial Solutions managing director Neil Liversidge has called on fee-only advocate Towry Law to justify how its fund charges differ from initial or trail commission.
Positive Solutions is to ringfence partners’ unclaimed fees and commission prior to 2008 following a recent investigation into an alleged fraud by an ex-PosSol adviser. In May, Money Marketing revealed that PosSol had launched an investigation into the possible fraud of one of its advisers. In an extranet bulletin posted last week, chief executive Jim […]
Sesame has confirmed that some redundancies are likely following the completion of its deal to acquire Bankhall and PMS.
Structured product provider NDF Administration is likely to be placed into administration this week, Money Marketing understands.
The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]