Pink Home Loans advisers will now supply documentary evidence that they have discussed protection with their clients in every mortgage they arrange. From this week the network’s brokers have been advised to ask clients to bring in their employment contract to illustrate what benefits they will be entitled to if they become too ill to […]
Former Treasury financial secretary Mark Hoban has joined the London Stock Exchange as a non-executive director with immediate effect. Hoban announced last month he is to stand down from parliament after 14 years at May’s general election. In addition to the London Stock Exchange role, Hoban will also become the first chairman of Flood Re, […]
A financial adviser who stole £35,000 from an elderly couple is facing jail after pleading guilty to theft, the Hull Daily Mail reports. Glen Manson, an adviser at Bridlington-based firm Lloyd Dowson Ltd, told John Anderson, 86, and his wife to invest the money in a company, promising a return of 6 per cent. Manson […]
Jelf Employee Benefits looks at some of the key considerations employers should think about when reviewing and choosing a flexible benefits provider. Choosing the right benefits for your employees is one thing but delivering a successful employee benefits strategy is about understanding the complete picture and delivering it in a personalised way so that it resonates with each and every individual in your business.
Royal London chief executive Phil Loney has pressed government to commit to the pensions dashboard project, saying the initiative will bring UK savers in line with other countries. In July, The Times reported secretary of state for work and pensions Esther McVey was considering shelving the dashboard because it is not the government’s responsibility. A […]
A British Steel IFA who has had their transfer permissions reinstated says many advisers have “misinterpreted” the FCA’s regulations on the subject. In February, County Capital Wealth Management, which trades as The Pensions Review Service, became one of the 10 firms that voluntarily agreed to stop doing transfer work with the watchdog. It regained permission […]
How do advisers stay relevant in an increasingly automated world? People can equip themselves with an ever-growing armoury of apps and robo solutions to help with their financial planning needs. Why pay for an adviser? As an adviser, your unique selling points are the things that make you human. Your emotional intelligence allows you to […]