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 […]
A period of exceptional uncertainty started last Friday for the UK, including a fierce leadership battle in a deeply divided Conservative party, the timing of the trigger of the EU’s Article 50, as well as a potential referendum in Scotland, and Northern Ireland. Click here to read the full article
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Welcome to the fourth instalment of our good life gurus series. We talk to IFA’s Kathryn and Alan Knowles to find out how they got started with an exercise regime and how a healthy lifestyle helps them with work-life balance.
The FCA has announced a project to better understand how its rules affect smaller firms, including financial advisers. The regulator published a note today informing firms that it would soon conduct a survey to specifically identify how FCA rules impact them, to “help ensure FCA cost benefit analyses and judgements of proportionality take account of […]
Learn about our latest investment initiatives. You’ll also be able to watch BBC’s Andrew Marr give us his impartial take on the current UK political landscape, including Brexit.