Pi Financial says its membership numbers have increased 20 per cent since the start of the year, with an additional 14 advisers joining in 2009.
Bank of England governor Mervyn King warns that the green shoots in the UK economy may not signal the end of the economic downturn and predicts a slower recovery than the bank had previously forecast.
Standard Life has cut the rebates it pays to Sipp investors on its platform as part of its recent reprice.
As the Isa consultation period closed, providers and advisers anxiously await clarity on the temporary rise in allowance for those over the age of 50.
In this short video, Peter Rutter, head of global equities at Royal London Asset Management, explains how he uses the company life cycle framework as part of his investment approach. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]