Recommended

Chris-Hannant-2012-700x450.jpg
17

Apfa in talks with FCA and FOS on suitability reports

Apfa is in talks with the FCA and the Financial Ombudsman Service about improving the format of suitability reports. The trade body says it will produce an adviser guide on suitability reports in the next few months. Apfa director general Chris Hannant say he does not expect or want the FCA to produce a template […]

IMF downgrades global growth on Brexit and US slowdown

The IMF has downgraded global growth to 3.1 per cent for 2016 due to the UK’s vote to leave the European Union and weaker-than-expected growth in the US. The forecast has been revised down 0.1 percentage point from its April forecast. Its outlook for 2017 has been revised down by the same amount, however, growth […]

2

Alan Hughes: IFAs need to weigh in on what advice means

Last week HM Treasury opened a consultation into the definition of financial advice: one of the key issues identified in the Financial Advice Market Review. Firms are reluctant to provide any detailed (non-advised) guidance to investors as they are afraid it will be construed as advice under the regulatory system, with the business then held […]

1

School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment