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The number of advisers employed by St James’s Place has grown 10.3 per cent, to 2,835, over the last year as funds under management passed the £50bn mark, the firm’s new business update shows. Advisers numbers have been boosted by the firm’s Asian acquisitions and students graduating from the Academy training programme, as well as hiring […]
The fact FCA chief executive Martin Wheatley continues to raise the issue of dealing bias through “contingent charging” must make adviser firms realise the days of percentage charges on assets as a sole source of remuneration are limited. Many in government and at the regulator are unconvinced basing advice charges purely on product sales can […]
Nest supremo Tim Jones is considering giving up the high-octane world of pensions to become a roadie, the Wells Street Journal can reveal. Jones, who has been chief executive at Nest since 2007, is understood to be weighing up joining his son, Phil, on tour with chart sensations Royal Blood. Phil is currently tour and […]
Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
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Scotland has introduced a new set of income tax bands, but pensions experts warn that the changes could cause issues with pension tax relief calculations. In the Scottish Budget today, the Government announced a new starter rate of 19p and then a 21p rate for those earning over £24,000. The higher rate of tax is […]
The scramble to do as many defined benefit transfers as possible while values remain high is unabated, and I am constantly amazed at how some firms have thrown caution to the wind in the hunt for their share of this – admittedly lucrative – opportunity. The problem is that advisers are putting their profits before […]
The FCA working group tasked with setting a template for fund charge disclosure is considering whether one or multiple templates would be more suitable. The institutional disclosure working group, chaired by transparency champion Chris Sier, has been tasked with creating a new template for fund costs and charges following the package of remedies outlined in […]