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Old Mutual suspends TVAS service as FCA rules bite

Old Mutual Wealth has decided to halt all transfer value analysis report services as the FCA looks to crack down on unsuitable defined benefit transfers. The decision follows Standard Life, which stopped offering free TVAS reports for IFAs yesterday after the FCA said they could act as inducements. Standard Life and Old Mutual have both […]

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Tenet to compensate following dispute over Sipp charges

TenetConnect must compensate a client who was not told about charges on investments in a self-invested personal pension. According to a Financial Ombudsman Service decision, Mrs H complains her financial adviser LEBC, which was an appointed representative of Tenet until August 2017, did not inform her about charges that would apply to investments made in […]

Mike Fox, Royal London Asset Management

Sustainable investing: what’s RLAM’s approach?

Mike Fox describes RLAM’s approach to sustainable investing, highlighting the inherently flexible nature of our offering, comprising a suite of products that span the asset class mix. He also shares insights into how the team integrate sustainability into their investment decisions. Watch the video here Past performance is not a guide to future performance. The […]

Lifting the lid on investment committees

Many smaller firms are mistaken in thinking they do not need an investment committee. Here are the key considerations in establishing one… Investment committees are usually associated with larger advice firms and those conducting discretionary management, but the reality is the same rules and principles apply to smaller firms. Indeed, given the number of firms […]

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