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John Chatfeild-Roberts: Trade wars – reality or bargaining chip?

President Trump’s trade tariffs have got the world’s attention but are there more games to come? The predominant consideration for most investors is the current economic climate and its longer-term prospects. Because those things change relatively slowly, however, they tend to be in the background. That said, they sometimes move squarely into investors’ headlights and […]

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Pru adviser under fire over transfer value confusion

Prudential must compensate a customer whose transfer value was significantly reduced after a meeting with an in-house adviser. According to a Financial Ombudsman Service decision, the customer, called Mr L, was told on 2 March 2017 that the transfer value for his pension policy was £141,981. He met with a Prudential adviser, who recommended he […]

Warehouse workers portrait in work overalls. Workplace pensions article

What does value for money in a DC default look like?

Lorna Blyth – Head of Investment Solutions The phrase ‘value for money’ is fast becoming a favourite phrase of the pensions industry. The regulator sees ‘value for money’ as a key outcome for workplace pension members and as a result both providers and Independent Governance Committees (IGCs) are keen to evidence it. But what is it […]

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