Last week, I started to look at investments that may represent valid alternatives to investing through pensions for those disenchanted and affected by the removal of higher-rate tax relief on pension contributions.
The FCA says product providers must be able to show they have taken the needs of customers into account that have transferred out of defined benefit schemes. In a Dear CEO Letter sent to the heads of major providers, the regulator lays out how providers should treat customers fairly in the context of DB to […]
Former executives at Australia’s largest banks are likely to be sent to jail as the fallout from the country’s Royal Commission gathers pace, according to a former competition regulator. Earlier this week one of Australia’s biggest banks, Westpac, said it is expecting to cut 900 full-time advice roles as it prepares to drop its loss-making […]
News from Synaptic that they are to retire their Client Care Desktop practice management software means users need to take some significant decisions. Support will end in September and the firm will withdraw the software altogether from the market by the year end, meaning those businesses affected need to explore their options. While I understand […]