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Co-op Bank clone draws FCA warning

Fraudsters are trying to scam consumers out of money by pretending to represent Co-operative Bank, the FCA has said in a warning notice today. A post on the regulator’s website says that the “clone firm” scammers are using the Co-op Bank brand as a way to get people to hand over details or money. The […]

Spousal bypass trust: the facts

The Technical Team at Prudential look at what spousal bypass trusts are, why they might be used and the tax implications of using them. Key points Spousal bypass trusts are still an effective planning tool The desire for control when passing on death benefits will dictate whether a spousal bypass trust is set up Death […]

How I got into financial planning: Advisers share their stories

Every financial adviser will have a unique tale of how they entered the profession. Money Marketing spoke to six financial planning talents to see how each of them rose to the challenge of finding a career in the sector. Read Money Marketing’s article on how to become a financial adviser.  Susan Hill, director, Susan Hill […]

Why selling to a consolidator can be anything but smooth sailing

There are increasing hurdles to consider for advisers making the move to sell their business and trade under a new parent. Recent figures from Nucleus show advisers are shunning the idea of selling to consolidators, thanks to increasing examples of the process going wrong. Figures from a survey of around 200 advisers by the platform […]

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Pension Wise — now taking calls…

Those with decent-length memories will recall that in the 2014 Budget statement George Osborne announced the new (and entirely unexpected) pension freedoms. The new rules come fully into force in less than two weeks.

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