Click on the link below to download the auto-enrolment checklist.
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 […]
Re-enrolment is a sizeable task, and requires proper planning. You must ensure that eligible staff who are not already in your auto-enrolment pension scheme are put back into it.
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Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]
Building on auto-enrolment’s success and fine tuning the pensions dashboard are high on the list As I write my first Money Marketing column of the year, it has given me an opportunity to look back on what the Government has done to transform pensions and savings for people since 2010. Five years on from the […]