Key Retirement Solutions has agreed to take equity-release referrals from the GHL Group. Last week, the FSA called for advisers that do small amounts of business to pass leads to specialist firms or quit the market.
Fidelity has received resounding backing from special situations shareholders to split the fund in two.The special shareholder meeting saw an unprecedented 88,000 take part in the voting process with 97 per cent voting in favour of splitting the 6.5n fund in two, one with the current mandate and the other a new global mandate. Fidelity […]
The continuing saga of calculating transfer values for DB schemes
Key Retirement Solutions has agreed to take equity release referral business from the GHL Group. The announcement comes after the Financial Services Authority last week revealed the results of its second mystery shopping exercise and called for advisers that do a small amount of business to receive training, pass leads to specialist firms or cease […]
Hargreaves Lansdown head of research Mark Dampier says sales and marketing employees in the financial services sector often earn far more money than they deserve while IFAs are often underpaid. Dampier believes the fin-ancial sector as a whole rewards average performance with big salaries and bonuses and that in turn IFAs are relatively underpaid for […]
After years of a slowly brewing economic recovery, the UK has seen a strong rise in growth in recent months. Mark Martin, manager of the Neptune UK Mid Cap Fund, discusses the strength of this recovery and whether it is sustainable.
In the video, Martin addresses the following:
• Structural features supporting the UK economy
• UK mid-caps and the potential for M&A activity
• Valuations and opportunities in house builders
- Top trends
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The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]