Jenny’s Story offers a look at how Royal London’s personal support service Helping Hand can provide a dedicated nurse during and after treatment.
Robo-adviser will produce an automated advice report in under a minute Robo-adviser Wealth Wizards has launched a tool that it claims will give full retirement advice in under two hours. The white-labelled robo-paraplanner tool, which has been piloted by LV=, will provide an automated advice report in under a minute. The fact-find is undertaken either […]
SJP ups compensation for client after she struggles to get hold of adviser despite paying ongoing fees A client of St James’s Place has won redress after complaining she was charged for ongoing advice but had only met her adviser twice in five years. Sue Preece-Murray told The Sunday Times that ongoing advice charges from […]
Cashflow modelling and a meticulous approach to risk are essential to avoid a suitability crisis The debate about whether or not defined benefit scheme members should transfer out continues on its rollercoaster ride. There are so many facets to the discussion and FCA guidance, although useful to an extent, is still not sufficient to make me […]
Client claimed Prudential transferred money out of the wrong funds in his pension Prudential has won a case at The Pensions Ombudsman after a client claimed that the provider transferred assets out of the wrong funds in his pension. The client, referred to as Mr L, said he had intended for Prudential to transfer £15,168 from […]
By Douglas Turnbull, Head of Chinese Equities After rallying around 150 per cent since the middle of 2014, mainland China’s ‘A Share’ market has corrected almost 35 per cent since mid-June.* Douglas Turnbull, manager of the Neptune China and Neptune Greater China Income funds, looks at the reasons behind this recent volatility… Click here to […]
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The Government says almost £5m was obtained by pension scammers in the first five months of 2017
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.