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Making sure your CIP evolves with your firm

Flexibility is key to avoiding conflicts of interest between business efficiency and client outcome Suitability remains at the very top of the tree with the regulator, and there is an ever-present concern around centralised investment propositions. Anything which may lead to business efficiency for advisers tends to raise the spectre of a conflict of interest. […]

Bellpenny set to ditch branding following Ascot Lloyd merger

Advice firm consolidator Bellpenny is set to ditch its branding following its merger with Ascot Lloyd last year. Money Marketing understands the new identity will be under the Ascot Lloyd brand, despite initial claims last year that both companies and Bellpenny’s independent advice arm, BIA Financial Planning, would keep their own branding. The company would not […]

Bell-Andy-2017-CUT
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Andy Bell: Three big platform themes for 2018

Following a period of platform consolidation in 2017, advisers will need to keep an eye on three key areas in the market next year. 1. Replatforming disruption According to the latest report from Finalytiq, there is £220bn in platform assets that will be subject to a replatforming project next year, at a combined cost of […]

Billy Burrows

Billy Burrows: Time to simplify pension guidance jargon

Every industry has its jargon but pensions seems to have more than most. It is time to end the confusion caused by terms that people simply do not understand. It is bad enough the world of pensions has a language of its own but it is even worse that jargon is preventing people making the […]

Guide

Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.

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