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FCA tells advisers to signpost Pensions Ombudsman

The FCA has told advisers to make clients aware of their right to refer complaints to the The Pensions Ombudsman, not just the Financial Ombudsman Service. Currently, advisers must notify clients that they can complain to the FOS if they believe they have been miss-sold, but are not required to signpost TPO. While complaints over […]

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UK pension liabilities increase to £7.6trn

The UK’s total pensions liabilities rose by just over £1trn in the five-year period from 2010 to 2015, according to figures published today by the Office for National Statistics. From 2010 to 2015 pension liabilities in nominal terms went from £6.6trn to £7.6trn and this includes state pensions, public sector pensions, company pensions and private […]

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Nick Kelly: Take social media seriously to attract new clients

When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department. We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on. But while this was all very laudable, it was a waste of time. As a start-up, […]

Lifting the lid on investment committees

Many smaller firms are mistaken in thinking they do not need an investment committee. Here are the key considerations in establishing one… Investment committees are usually associated with larger advice firms and those conducting discretionary management, but the reality is the same rules and principles apply to smaller firms. Indeed, given the number of firms […]

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Investment bonds and care costs

In the UK the election campaigns run by the various political parties have included statements and debates around long-term care provision, and the cost of care that could be covered by the state. The cost of care has been increasing and the problem around funding for care will continue to grow over the coming years […]

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