Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]
ABI, NAPF and the Trade Union Congress back commission to tackle short-termist political approach to retirement saving.
The pension freedoms promised by Chancellor George Osborne have arrived. With them have come a whole host of issues and dilemmas for advisers. Insistent transfer requests seem to be top of the list. Personal Finance Society chief executive Keith Richards even took the unusual step of writing to the FCA and the Government to highlight […]
Nucleus has reported a 26 per cent increase in pre-tax profit for the first three months of the year. The platform made a £564,000 profit in Q1, up from £449,000 in Q1 2014. Gross inflows for the first quarter of the year totalled £510m, up by 6 per cent from £481m in the equivalent period […]
Michael Howard, Head of Alternative Investments at Prudential Portfolio Management Group (PPMG), discusses the opportunities presented by infrastructure investment. Infrastructure investment has gained in popularity over recent decades as more investors have sought diversification, stable long-term income streams and an element of inflation protection. Infrastructure is extremely diverse but in essence refers to assets that […]
- Top trends
- Top trends
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- Savers lose nearly half of pension through transferring out
- Aegon wins complaint over forcing transfer client to get advice
- What’s up the chancellor’s sleeve as the Budget nears?
- FCA evidence throws Sipp provider court case into doubt
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