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Richard Parkin: Why are savers not seeking Pension Wise guidance?

Just over six months into the freedom and choice regime, mutterings about the success or otherwise of Pension Wise are getting louder. Evidence to the Work and Pensions select committee has suggested take-up of the Government’s independent guidance service could be as low as one in 10 of those accessing their pension pots. Pensions minister […]

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Mary-Anne McIntyre exits Old Mutual in leadership reshuffle

Former Openwork chief executive Mary-Anne McIntyre is to depart Old Mutual just three months after joining as chief distribution officer. McIntyre’s move from Openwork was only announced in March and she formally took up the role in September. However, Old Mutual says she will leave the business as it completes changes to its advice leadership. […]

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International advisers failing to partner with UK firms for pension transfers

International advisers are struggling to keep up with new pension transfer regulations, citing high fees and a reluctance from UK advisers to form partnerships. Since April all defined benefit transfers must be overseen by a pension transfer specialist, meaning advisers working overseas must link up with UK advisers holding the correct qualifications. However, more than […]

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Schroders real estate trust to close

The £64.4m Schroder Global Real Estate Securities trust is closing after it failed to attract sufficient assets. The directors of the trust have decided to close it, subject to shareholder approval, just over a year since appointing Schroder Real Estate Investment Management as the manager and adopting a new investment strategy. The fund is run by Tom Walker […]

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Your top 5 queries about chargeable events

So far this year, members of Canada Life’s ican technical team have answered over 3,000 queries from advisers on a wide variety of subjects. One of the main topics of conversation has been chargeable events, and below are the top 5 most common queries. No. 1. Entitlement to personal allowances The growth in the value […]

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