Aegon has confirmed it will resume electronic transfers to PensionBee, providing it gets “personal assurances” from the directors of the company about key aspects of transfer process. In a statement Aegon says: “We are seeking assurance from PensionBee that they always capture clear authority from clients to carry out the transfer, and that they provide […]
Firms at the centre of the FCA’s platform market study are sitting tight for the regulator’s next moves, as discretionary businesses struggle to compile the requested information. The FCA launched its platform market study in July last year, after the sweeping Asset Management Market Study called for further investigation. In the market study terms of […]
Jacqueline Clezy Technical Specialist Pensions at Prudential The Government announced their intention for the Money Purchase Annual Allowance (MPAA) to reduce to £4,000 from 6 April 2017, in their final spring Budget on 8 March 2017. Finance (No.2) Bill 2017 included this clause but it was dropped prior to the general election, then reintroduced in […]
A financial adviser has criticised the National Employment Savings Trust for the way it has handled retrieving the pension of a dead client. Peter Stewart Associates director Michael Brown told Money Marketing he has been unable to retrieve the £200 pot of a client who was a postman in his early 50s who died in […]
RLAM’s asset class specialists discuss some of the findings from the panel session at our recent Investment Conference. By Rob Williams, Head of Distribution Welcome to the latest edition of Leading Edge. It has been an eventful six months since the last e-zine. The European Central Bank announced ongoing stimulus measures, while the immigration crisis in Europe threw the […]
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