Ian Mattioli has always had grand plans for Mattioli Woods, the business he co-founded over 20 years ago with Bob Woods. The pair were in their late twenties when they struck out on their own to set up what was then a pensions technical consultancy. They realised that many pension scheme members were triggering big […]
Charles Stanley is in talks to take on a number of Cardiff-based Barclays Wealth and Investment Management investment managers and open an office in the Welsh capital, Money Marketing understands. The wealth manager is understood to be working towards opening a Cardiff office by April 2014 and is currently in discussions with Barclays investment managers […]
As we approach the two-year milestone of auto-enrolment, employers have had the opportunity to truly assess the capabilities of their chosen support. They are also now realising that getting to the staging date was the easy part, and that support is required for almost every aspect of the day to day running of their scheme. With the three-year re-enrolment window coinciding for many with the total removal of commission and Active Member Discounts from pension-related products and services, as well as the introduction of the pension charge cap in April 2015, many employers will have no choice but to review their support options. But, what is involved in transitioning your auto-enrolment scheme away from your current support options? This guide from Johnson Fleming aims to outline some of these key areas and provide information and discussion points on what you need to consider.
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]