Claire Trott: The worrying statistics on overpaid pensions tax

Each quarter, HM Revenue & Customs publishes statistics on what has been happening since the pension freedoms came into force. While currently lacking context as they were optional last year, some new figures published this quarter are very interesting. They relate to the amount of tax that has been overpaid by members who have flexibly […]


FCA ordered to compensate individual over CF30 application delay

The FCA has been ordered to pay £1,500 in compensation after it wrongly delayed two CF30 applications. The complainant first wrote to the regulator in December 2015 with concerns about how long it was taking to process her husband’s approved person’s application. The complainant said her husband lost four months’ income as a result. According to […]

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Govt sets out adviser apprenticeship standard

The Government has set out the standard required for adviser apprenticeships which has been developed by 10 major advice brands. The adviser apprenticeship standard has been put together by Sense, Lighthouse, Succession, Openwork, Tenet, Sesame, Towry, The Beaufort Group, Santander and Ablestoke Financial Planning. The standard sets out that adviser apprenticeships should typically last between […]

Error in the current Pension Schemes Bill

Pensions regulator encourages whistleblowers to come forward

The Pensions Regulator has encouraged whistleblowers to come forward if employers, trustees or scheme managers are not meeting their automatic enrolment obligations. In a blog on the regulator’s website, TPR said it wanted individuals to be aware of its whistleblowing service for when individuals notice problems with schemes, whether they be employers not paying contributions, firms […]

The Natixis Solution: H2O MultiReturns Fund

A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]


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