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Lisa Winnard: Spring-clean your recruitment process

Spring-cleaning may not necessarily be the first job on the to-do list in the new financial year. However, this tradition of “shaking the house” has also been likened to getting one’s affairs in order. As we continue to see a strong demand for financial advisers and a deficit of candidates in the marketplace, a good […]

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Think-tank: UK market still well suited to annuities despite pension freedoms

Despite the pension reforms the UK market remains well suited to annuitisation, influential think-tank the Pensions Policy Institute says. In a report, sponsored by the Investment Association and The People’s Pension, the PPI compares the UK system with Australia, Ireland, New Zealand and the US. It says that despite the new freedoms – which allow […]

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Retirement Strategy Leader: We need a cure for scammer disease

Nobody wants another misselling scandal. So clearly, it is paramount that pension freedoms work alongside adequate consumer protection. The Government and the FCA have arguably done their best to put this in place in the tight timescale they had. We have the requirement that people wanting to transfer from defined benefit to defined contribution schemes […]

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Axa platform to pay exit fees for transferring customers

Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]

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