GC18-4-Senior-Managers-and-Certification-Regime-Proposed-guidance-on-statements-of-responsibilities-and-responsibilities-maps-for-FCA-firms

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Paul-Simpson

Quilter Investors chief: ‘We are not here to sell funds based on performance’

Quilter Investors chief executive on designing funds advisers want rather than giving the hard sell Anyone who thinks rebranding is marketing speak for simply changing a company’s name, think again. As Quilter Investors chief executive Paul Simpson will testify, there is much more to it. Not only does it entail strategic and marketing decisions – […]

Alistair Cunningham: Drilling down into capacity for loss

Assessing clients’ capacity for loss requires a different conversation to risk tolerance but advisers’ views on digging deeper will vary. Risk profiling questionnaires have significant issues and we use them as part of a far broader discussion of the investment risk someone is willing and able to take. Capacity for loss is a related but […]

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Nutmeg loss deepens as regulatory burden bites

Digital wealth manager Nutmeg reported a loss of £12.4m in 2017, an increase on the previous year’s loss of £9.4m. The robo-adviser, which was in its fifth year of business last year, saw its turnover increase 56.1 per cent to £4.56m from £2.56m in 2016. Nutmeg assets pass £1bn Nutmeg saw a customer growth in 2017, […]

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Guide: how to… audit your auto-enrolment scheme compliance

As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.

What triggers the MPAA?

Jim Grant – Senior Product Insight & Technical Support Analyst There’s sometimes confusion around what triggers the money purchase annual allowance. Find out what does and what doesn’t trigger the MPAA. The money purchase annual allowance (MPAA) is a reduced annual allowance that can apply to contributions to defined contribution (DC) schemes. The following table […]

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