Park Row is teaming up with Ashridge Business College to develop a pre-retirement planning programme for senior business executives. The retirement planning courses will include prepar-atory advice on financial, health, dietary, lifestyle and relationship matters. The courses are being marketing directly to human res-ources professionals and the pensions trustees of FTSE 250 companies. Experts from […]
The vast majority of Unipass users say the digital certificates increase their daily product- ivity and make financial websites easier to use, according to Origo’s annual survey. The research, involving almost 5,000 advisers, shows 78 per cent of users say it increases their daily productivity while 86 per cent agree that it makes financial websites […]
I question the validity of the regulator’s threshold conditions when hundreds of small IFAs endure significant personal inconvenience to meet the capital adequacy require-ments at all times, yet the industry’s biggest organi-sations continue to trade unabated and inadequate. I question an enforcement system that judges its penalty on the ability of the culprit to endure […]
A campaign to root out poor sales practices in the sub-prime market will start this month. The initiative from Pink Home Loans will run throughout the year and aims to highlight where brokers are failing customers across the non-conforming market although the network says it will not name and shame offenders. Pink, which has plans […]
Our client leads the global market in high-tech electronics manufacturing and digital media. The trustees of the company’s final salary pension scheme insure death-in-service lump sum and dependants’ pension death benefits for active employees, as well as dependants’ pension benefits for deferred members (those who have left service).
Sipp and defined benefit transfer complaints to the Financial Ombudsman Service have dipped slightly in the first three months of the financial year. FOS publishes complaints data on a quarterly basis running in line with its financial year. In Q1 2019 – April to June – it received 178 complaints about occupational pension transfers and […]
The FCA has continually “fobbed off” concerns that firms are directly poaching each other’s clients, complainant from an advice firm = has told the Complaints Commissioner. The complainant, classed as a sole trader, says the regulator should have acted when they complained their clients were poached by a larger IFA firm, Firm X. The poaching […]
Where and how the newly-formed government could introduce tax and fiscal changes So we have a new prime minister and a new chancellor of the exchequer. We had an indication, before his confirmation as leader of the Conservative party and thus as PM, that Boris Johnson generally favours a low-tax environment. While campaigning to become […]