The Institute of Financial Planning says it plans to offer a QCF level four qualification for advisers, available later this year. Chief executive Nick Cann says it is impor-tant members can “access all aspects of their career development from their professional body”.
As lead manager on Prudential’s range of with-profits funds, Martin Brookes often finds himself making assetallocation calls that involve moving billions of pounds around markets. Last year, for example, his team shifted around 15 per cent of its £70bn with-profits portfolio into bonds, highlighting growing risks in equity markets. Brookes, who joined Pru in 1987, […]
The most destructive bouts of misselling have shared the same visible early-warning symptoms. They are present again in one hitherto unnoticed corner of the market.
Former Downing Street adviser and pensions campaigner Ros Altmann offers some advice to Iain Duncan Smith as he takes over as Work and Pensions Secretary.
The Pensions Regulator (TPR) has issued its first fines to employers for failing to meet their auto-enrolment duties, along with 163 compliance notices giving employers a deadline to take action.
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]