Prudential was wrong to block a transfer to a pension scheme it suspected of being a vehicle for a pension liberation scam, the Pensions Ombudsman says. It upheld a complaint from Mr Mark Harrison who said Prudential had refused to act on his request to transfer from a Prudential scheme to the Cheshire Food Services […]
Model portfolios are not suitable for those staying invested.
I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]
In the forth of a monthly series helping advisers prepare for the sunset clause, we look at mastering the comparison stage.
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
- Top trends
- Top trends
- Paul Lewis: The NI sting depriving 1950s women of their state pensions
- Savers lose nearly half of pension through transferring out
- Malcolm McLean: Why this could be the year of the pension tax relief raid
- Nutmeg loss deepens as regulatory burden bites
- Treasury tipped to cut pension tax relief to fund NHS spending
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