Just one in four advisers are willing to work on transfers out of defined benefit pension schemes, boosting calls for new regulatory guidance. A survey of 248 advisers conducted by NMG Consulting found just 27 per cent would undertake DB transfers, while around half said they they would not. A quarter of respondents were undecided. […]
To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.
The mortgage advice industry is now in far better shape than it was just a few years ago but when it comes to innovation I cannot help feeling it is the poor relation compared with the investment advice market. There is far less competition in terms of leading-edge solutions to meet consumers’ needs. While investment […]
The Upper Tribunal has upheld a decision by the FCA to ban a former professional indemnity insurance broker. Stephen Allen was issued with a decision notice by the FSA in July 2012, which intended to ban him because he was not a fit and proper person. The regulator said Allen had secretly added a fee […]
By Ali Unwin, Chief Technology Officer & Fund Manager at Neptune Earnings season is noisy in the technology sector and a good quarter does not make a good investment. Numbers that come in marginally ahead or behind ‘market expectations’ are extrapolated to produce narratives showing the rise or fall of companies. Our job as technology […]
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- How much are advisers charging for pension transfers?
- Ros Altmann: Good pension not always enough for a good later life
- SJP shuns new CII exam in favour of in-house programmes
News and expert analysis straight to your inboxSign up