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FCA wins Complaints Commission ruling in 10-year register failure dispute

A longstanding grievance over the upkeep of the FCA’s register has been dismissed after 10 years of complaints. In his final report into a series of complaints over the accuracy of data held and how the FCA has responded to errors,  Complaints Commissioner Anthony Townsend has ruled that the FCA has taken suitable steps to […]

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Profile: Lowland Financial managing director on why it pays to be choosy when selling your business

Graeme Mitchell may not have planned his entrance into financial services but the same cannot be said of his eventual exit from the industry. The 64-year-old managing director of Scottish advice firm Lowland Financial started to think seriously about his succession plans and exit strategy a few years ago. The question of what he was […]

Death benefits: our top 5 frequently asked questions

By Fiona Hanrahan – Senior Product Insight and Technical Support Analyst, Royal London We’re often asked about death benefits and thought we’d share our top five most frequently asked questions. 1. Who pays the lifetime allowance charge when an individual dies? If the individual dies with uncrystallised benefits, these are tested against their remaining lifetime allowance. […]

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