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Europe: Political risk on the rise?

By Rob Burnett, Head of European Equities, Neptune In recent weeks, worrying headlines have been emerging from Spain, Germany and Italy amidst political unrest. Is political risk on the rise in Europe, asks Neptune’s Rob Burnett? Click here Important Information – for investment professionals only. Investment risks   This Fund may have a high volatility rating […]

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FCA advisers point to ‘regulatory overload’

The panels that advise the FCA have told it that ‘regulatory overload’ is an issue for firms. The regulator has four expert panels that advise the FCA on issues affecting groups including small businesses, markets and consumers. Responding to the annual reports of the panels today, the FCA noted that “regulatory overload” was identified as […]

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Suffolk Life defeats client complaint only IFA could understand Sipp deal

A Suffolk Life client has lost his claim that he needed adviser-level knowledge to understand the firm’s Sipp deal after it acquired a collapsed discretionary fund manager. A client complained to the Pensions Ombudsman that he had to undertake 10 hours of “financial adviser type work” to understand how Suffolk Life was working with European Pensions Management Limited after […]

DB transfers – one more factor to consider

Jim Grant – Senior Product Insight & Technical Support Analyst We look at how higher DB transfer values could cause a lifetime allowance issue and how that affects the advice process. Advisers are receiving an increasing number of requests from clients looking to transfer their pension from final salary schemes to personal pensions. This is a […]

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