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Industry urges FCA clarity on pension transfer rules

The FCA needs to urgently clarify when new advice requirements on pension transfers will be applied, organisations across the pensions industry are warning. In its response to the regulator’s consultation on changes to pension transfer rules, the National Association of Pension Funds says conflicting definitions of money purchase benefits risk confusing when advice needs to […]

We shouldn’t still be debating rights and wrongs of commission

So here we are – over two years into the RDR and yet still debating the rights and wrongs of commission, and whether it has a place in the new world of pension freedoms. It is bizarre that we find ourselves in this position. The driving force of the RDR was getting rid of bias, […]

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Neil Liversidge: Do we really know better than our clients?

The late Sir John Templeton had 10 maxims for investment success.  Number 10 was that “an investor who has all the answers doesn’t even understand the questions”. Along with all the standard and risk warnings, we frankly tell every client that while we give advice in good faith we do not claim to be omniscient. […]

Men and fatherhood, sex equality,

Let’s talk about sex (equality)

Tracey Dickson – Marketing Consultant It’s been 100 years since women were given the right to vote in the UK, and we’ve seen a lot of stories in the press recently about this triumph and the ongoing campaign for equality for women – both in wider society and in the workplace. Today something else in the […]

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