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.
Marmite and President Trump both sharply divide opinion, but you can ignore Marmite if you’d rather not put the glutinous, salty, black yeast extract on your teatime toast. As an investor you simply cannot ignore Donald Trump. Without wanting to give a running commentary of recent events, Trump’s actions continue to have an impact. The […]
Suggestions that secretary of state for work and pensions Esther McVey may no longer be committed to the delivery of the pensions dashboard project has caused much wailing and gnashing of teeth around the industry. Personally, I do not see the problem. This is the perfect opportunity for it to take back ownership and control of […]
81 per cent of over-55s would feel confident in taking out an equity release plan without seeking advice, research from Moneyfacts suggests. 44 per cent thought they have no need for advice, 29 per cent would not trust an adviser, and 8 per cent of respondents believe financial advice to be too expensive. In late […]