Investment and wealth management firm Cripps Portfolio has rebranded as Heartwood Wealth Management following the acquisition of the firm by the management and staff at the end of 2005.
The FSA is offering A-Day information on its website to help consumers understand the changes to pension arrangements from April 6.
Britannia is launching a new three-year fixed rate for first-time buyers offering 4.99 per cent initially.The product charges no administration fee, no arrangement fee and will provide a free first standard valuation, saving FTBs 600 in upfront fees.Britannia managing director of member business Tim Franklin says: It is hard enough for first time buyers to […]
Origen chief executive Gareth Marr has resigned from the Aegon-owned IFA firm after recent health problems. The move comes as Origen confirms it will be integrating the Positive Solutions’ platform into its business. Marr has been in financial services for 30 years and will remain with the firm in the short term on a consultancy […]
Financial Express has set up its own fund rating service, Crown Ratings. It uses a blend of quantitative and qualitative analytical screens, including measuring a portfolio’s volatility, consistency and returns against its benchmark.
Most of us would agree that pensions were complicated enough before April 2015, but since the pension freedom changes came into effect it has got a whole lot worse.
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Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]
Building on auto-enrolment’s success and fine tuning the pensions dashboard are high on the list As I write my first Money Marketing column of the year, it has given me an opportunity to look back on what the Government has done to transform pensions and savings for people since 2010. Five years on from the […]