Every now and then, whenever I write about a financial dilemma faced by myself or a close family member, I receive lots of emails and online messages telling me all I am trying to do is obtain free advice over the internet. In reality, this is almost never the case: by the time the article […]
In an era of mobile devices, working remotely and Cloud computing, the modern way of working means data security is increasingly crucial. One wrong move could ultimately bring down a company if sensitive data gets into the wrong hands. It is easy to be derisory of the security lapses committed by others. Briefcases or laptops […]
There has been little change to annuity rates since the last update and this reflects the flat line trend for gilt yields at the moment. The benchmark 15-year gilt yield has remained just under 2 per cent so far in April. Unless yields increase, annuity rates will remain at present levels. In my recent paper […]
The FCA has ordered eight advice firms to carry out skilled persons reports in relation to insistent clients following a thematic review on pension transfers, Money Marketing understands. A skilled persons report, also known as a Section 166 report, checks for weaknesses or failings in a firm’s practices. The review can result in enforcement action […]
This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.
- Top trends
- Top trends
- How much are advisers charging for pension transfers?
- IFS director: Inheritance increasingly determines wealth in UK
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- Aegon starts payouts to customers over Cofunds issues
News and expert analysis straight to your inboxSign up