The Financial Services Skills Council has published drafts for the QCF level four specialist standards, as the Professional Standards Advisory Group signs off the final version of the core standards.
Alternatively secured pensions are high on the list for change but do they have a place in retirement planning?
Better Retirement director Keith Thompson warns that advisers must have a thorough understanding of a client’s income-related benefits and be aware of the pitfalls before recommending equity release
I have read many of the letters on this topic and am staggered that no one has yet spotted the obvious flaw in Towry Law chief executive Andrew Fisher’s statement. He says it is not physically possible to trace back who these clients are and, in doing so, demonstrates either an ignorance of basic business […]
Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of their home, belongings, investment bonds and anything else they may have owned. But, it is not as simple […]
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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 […]