Jacob de Tusch-Lec explains why he favours bond proxies in Europe (and China).
Cooper Parry Wealth has scooped the award for accredited financial planning firm of the year at the Institute of Financial Planning’s gala dinner last night. The awards are held at Celtic Manor in Wales as part of the IFP’s annual conference. The certified financial planner professional of the year award was won by Paradigm North […]
The Investment Association is launching a consultation on how it engages with its members after several groups suggested they will not be renewing their membership with the trade body. Earlier this week M&G, Schroders, Fidelity Investments, Aberdeen and Invesco Perpetual said they will consider quitting the association, prompting chief executive Daniel Godfrey to leave the […]
Pension Wise guidance staff who do not have appointments booked are being redeployed, Money Marketing can reveal. The Treasury has given The Pensions Advisory Service clearance to use Pension Wise staff on its existing helpline. Likewise, Citizens Advice says Pension Wise staff, who are funded by a levy on financial services firms, can also work […]
The Building Societies Association has rejected proposals to include it in a trade body ‘mega-merger’. An independent review was published in July after a consortium of 10 lenders pushed for a consultation to address concerns about lobbying costs and to reduce the amount of work duplicated. Former Ofcom boss Ed Richards, who led the review, […]
Dividends are under pressure in some areas: but reliable yields can still be found. So says Adrian Frost, manager of the Artemis Income Fund, in conversation with Lawrence Gosling.
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Scottish Widows mulls Standard Life corporate pensions book takeover
- Martin Lewis wins claim against PPI chaser that used his image
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]