Aifa is running seminars to help IFAs develop their existing fee-charging structures, transfer to a fee-based model or find out more about operating wrap-based models. The seminars will be led by FP Advance and are scheduled to start in September.
Sixteen-year-old Brocha Simon is the youngest person in the UK studying to be a chartered financial planner and mentor IFA Filip Slipaczek says advisers who are not chartered need to take a leaf out of her book to improve industry credibility.
Any consumer trust gained over the past year by the critical illness industry has been undermined by bad claims publicity and unhelpful comments from the ombudsman according to Defaqto. Defaqto says the CI industry did not capitalise on the opportunity to promote the Association of British Insurers’ statement of best practice and left many advisers […]
By Sarah Scott, marketing consultant You might think the question in the title is a strange one. Perhaps even more so when you learn that it’s one of several asked as part of an assessment for Employment Support Allowance eligibility in the opening scenes of the 2016 film, ‘I, Daniel Blake’. Daniel is a carpenter […]
Work and pensions select committee member and Labour MP Ruth George has called for the parliamentary pension scheme to divest from fossil fuels. The MP for High Peak put her name to the Divest Parliament pledge which is a cross-party campaign to clean up the investments in politicians’ pension schemes. MPs are automatically enrolled in […]
It was announced in last year’s Autumn Budget that, from April 2019, tax will be charged on gains made by non-UK residents on the disposal of all types of UK immovable property. At the time of the announcement, HM Revenue & Customs also produced a technical note setting out the scope of the new charge […]
O&M Pension Solutions has changed its systems ahead of an October deadline to help advisers meet new regulations around transfer value analysis reports. From 1 October, the FCA’s new rules mean transfer value analysis reports will be replaced by a combination of a “transfer value comparator” and an “appropriate pension transfer analysis” The transfer value comparator is […]