Guide: Johnson Fleming produces auto-enrolment checklist
For a job as big as managing the auto-enrolment changes, it’s important to know what has been completed and what still lies in front of you to give you the reassurance that everything is in hand. Getting the planning and project management right at the outset can help you see the path ahead and ensure everyone knows their roles and responsibilities. To help with this, Johnson Fleming has produced a checklist outlining every step that needs to be taken when preparing for auto-enrolment.
The Bank of England has revised up its UK growth forecast from 3.4 per cent to 3.5 per cent this year as unemployment fell to 6.5 per cent in the second quarter. The Bank’s inflation report, published today, also reveals the growth forecast for 2015 has risen from 2.9 per cent to 3 per cent […]
Recent weeks have seen the annual release of a number of different fund ratings and ‘dog lists’ designed to inform investors which funds are performing well and which are not. But how useful is this research to advisers? Many lists promote the success and prospects of a number of funds across different sectors in order […]
Aegon’s UK division has reported a 30 per cent increase in year-on-year underlying pre-tax earnings, from £20m in Q2 2013 to £26m in the same period this year, as the firm prepares for a £25m hit from the pension charge cap. Earnings from the UK life division were down 9 per cent, from £23m to […]
Zurich has hired The Platforum’s head of adviser platforms Freddie Findlater as retail marketing communication manager. Findlater, who has been with the consultancy since 2008, will join the Zurich platform in October. He says: “It was a very difficult decision to leave such a fantastic business. Having spent six years at The Platforum, I’ve seen it transition […]
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 […]