Katie Marriner

Katie Marriner is Money Marketing’s platforms reporter. She joined the title from Insurance Post and has previously worked as a health journalist. Katie can be contacted at katie.marriner@centaurmedia.com or on 0207 943 8030.


FOS appoints independent reviewer after Channel 4 exposé

The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]


Aegon sets date for Cofunds advised clients move

Cofunds’ advised clients will move to the new Aegon platform over the first May Bank Holiday, with the new platform expected to be up and running by 8 May, Aegon has confirmed. Around 400,000 customers will be moved to the new platform over that weekend. Aegon completed the first stage of moving Cofunds customers onto […]

Hargreaves wins HMRC rebate tax battle

Hargreaves Lansdown will be able to return “loyalty bonuses” to investors tax-free after winning a legal battle with HM Revenue and Customs. The fund shop says at least £15m will collectively be returned to around 150,000 investors. HMRC has 56 days to appeal the decision of the Upper Tax Tribunal that loyalty bonuses are not […]


RBS working on plans for standalone digital bank

Royal Bank of Scotland is mulling launching a standalone digital bank and has assigned a former top executive to the project, according to reports. Sky News says RBS’s former chief operating officer Mark Bailie is leading the “secret” project and that tens of millions of pounds have been assigned to creating the digital platform. The […]

Lesley Titcombe

TPR’s beefed-up powers set out in DB white paper

A Government white paper has confirmed The Pensions Regulator will be given stronger powers to oversee defined benefit pension schemes. The Department for Work and Pensions today published the defined benefit pension schemes white paper, which proposes changes to strengthen DB schemes. In recent months, DB schemes at BHS, Carillion and Toys ’R’ Us have […]


Harwood Wealth Management buys Southampton IFA

Harwood Wealth Management Group has bought Southampton IFA AE Financial Services for £4.6m. An initial payment of £2.4m plus £1.54m of net cash balances was paid on completion of the deal and a deferred payment of £2.2m will be paid in two lots over the next 24 months, dependent on AE’s performance. The acquisition has […]


Govt to set out new law against bosses who risk employees’ pensions

The Government is set to announce a new criminal offence of neglecting pension responsibilities this week, in the wake of the BHS and Carillion collapses. The Observer reports that ministers are set to confirm they will target employers under the new rules, which will protect pension pots when companies go under. Under the new measures […]


Aviva boss joins BlackRock board

Aviva chief executive Mark Wilson has joined BlackRock’s board, alongside two other new independent directors. BlackRock chief executive Laurence Fink says Wilson’s experience in UK and European financial services will be a “tremendous benefit to BlackRock’s management, clients and shareholders”. General Atlantic chief executive Bill Ford and Microsoft vice president Peggy Johnson also join the […]


University pension strike nears end after deal struck

A new deal has been reached between union leaders and university employers as strikes continue over threatened pension cuts. According to the BBC, if the terms of the deal are accepted at a union meeting on Tuesday then the strike will be suspended. The strike is in its fourth week and has disrupted classes at […]