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Pensions governance committees ‘retirement homes’ for industry veterans

Consumer champions have branded the new Independent Governance Committees for contract-based schemes “retirement homes for financial services executives, actuaries and investment bankers”. But providers have hit back, claiming the committees provide greater consumer protection than trust-based schemes. The requirement for governance committees to be established for auto-enrolment schemes was introduced following the Office of Fair […]

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Openwork launches chartered status study programme

Openwork is launching a study programme for advisers looking to attain chartered status. The Route to Chartered Status programme is open to principals, advisers and paraplanners. It will initially deliver face-to-face support at Openwork’s headquarters in Swindon, and subject to demand will offer face-to-face courses at a number of additional locations. Each advanced study module […]

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Simon Collins: Is your conduct risk strategy up to scratch?

There is nothing like an election to concentrate the mind on what our esteemed politicians believe we need to be thinking about for the future. Whether it is the economy or the NHS, defence or education, the smart money seems to be on a coalition again, it is just the permutations of who will court […]

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Martin Bamford: A better way of FSCS funding

“It’s all wrong”. This running joke at our office is based on a regularly occurring statement made by a former financial planner who would often exclaim everything was incorrect with a piece of work. When overreactions and blame are your speciality, it is easy to turn a drama into a crisis. But as I look […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]

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