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FSCS compensates thousands of clients from collapsed DFM

The Financial Services Compensation Scheme has compensated thousands of former Beaufort clients five months after the discretionary fund manager’s collapse, in another round of repayments. Last weekend, 12,000 of Beaufort’s ex-clients were moved across to The Share Centre as their new broker. A first tranche of cash and assets was also returned to clients. Remaining […]

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L&G: Advisers need to help bust pension jargon

Annuities, drawdown, Sipps – these terms can confuse and alienate customers. People really just want to know what will enable them to have the retirement they’ve always dreamed of, with enough flexibility to deal with life’s changing circumstances and perhaps a small inheritance to pass on too. What is everyday terminology for us in the […]

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FCA: Our job is not to please everyone on DB transfers

FCA policy director David Geale says the watchdog’s role is not to “please everyone” but to ensure consumers get suitable advice for defined benefit transfers. In its policy statement on transfers published today, the regulator stops short of a contingent charging ban and raises the qualification level for pension transfer specialists. The statement says opinions were […]

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School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]

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