Advisers urged to reduce IHT bills through pensions.
Nobody wants another misselling scandal. So clearly, it is paramount that pension freedoms work alongside adequate consumer protection. The Government and the FCA have arguably done their best to put this in place in the tight timescale they had. We have the requirement that people wanting to transfer from defined benefit to defined contribution schemes […]
Financial education organisation ifs University College has launched a new pension transfer qualification following the FCA’s proposals to tighten advice in the area. Last month, the regulator revealed plans to require all transfers out of defined benefit schemes to be undertaken by advisers with a pension transfer specialist qualification. Transfers from other “safeguarded benefits”, such […]
Chartered firm Attivo will require all of its advisers and paraplanners to be qualified to level 6 by the end of 2016. The financial planning and investment management group is launching a training academy and will require all client-facing staff to do at least 70 hours of continuing professional development each year. Attivo currently has […]
Jonathan Platt, Head of Fixed Income at Royal London Asset Management, discusses why RLAM would be supportive of the Bank of England selling back corporate bonds to the private sector – as recent speculation suggests – believing that this would be a positive move towards supporting the long-term interests of the sterling credit market. Read […]
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