In the Money Marketing article headlined, FSA aims to boost its service standards, you report that IFAs have questioned the confidentiality of the questionnaire which will be held by NOP, the marketing agency we have appointed.I can assure MM readers that NOP will not be giving us the names of the firms which respond. David KenmirManaging director, FSA regulatory services business unit, London E14
Turnout is expected to be a key issue in this general election and so the the parties’ appeal to the grey vote and pension policy is particularly important.
A few years from here, the UK financial advisory landscape is going to look a lot different.
Nine out of ten people believe they must work harder, save more and find additional funding for retirement, according to a survey by Just Retirement.
David Wingar, formerly of Courts IFA in South Wales, is setting up a new firm, Future Asset Management focusing on high net-worth and corporate clients. Wingars wife Nicola is responsible for administration and accounting, and Cathie Rowe will manage client details and compliance. Wingar is area liaison officer for the Personal Finance Society, and will […]
This guide from Johnson Fleming, entitled ‘Choosing an auto-enrolment provider’, will take you through some key questions you need to ask and what information you want to be finding out in response to these.
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Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]
Building on auto-enrolment’s success and fine tuning the pensions dashboard are high on the list As I write my first Money Marketing column of the year, it has given me an opportunity to look back on what the Government has done to transform pensions and savings for people since 2010. Five years on from the […]