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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Putting the right people off transferring at the outset will be hugely valuable to the industry but there are issues to address A combination of pension freedoms and the economic circumstances giving rise to historically high transfer values has created a perfect storm in terms of demand for defined benefit transfer advice. Sadly, it has […]
RLAM’s head of sustainable investments Mike Fox discusses how the rise of millennials will impact his asset allocation Being socially responsible and moral has been ingrained in Royal London Asset Management head of sustainable investments Mike Fox from an early age. “I am a child of Star Wars, where the good guys won in the […]
Barclays has rolled back on plans to launch a robo-advice service, Money Marketing understands. The bank launched a new self-directed investment platform, Smart Investor, in August last year. Sources tell Money Marketing that the bank was also planning to complement this with a hybrid advice offering that would combine online services with a face-to-face element, […]