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Regulator warns of cold-calling imposters

The Pensions Regulator has warned that fraudsters might be attempting to steal workers’ savings by falsely claiming to be it on the phone. TPR says some savers are being cold-called by people who have posed as it and offered those in a workplace pension scheme a free pension review. TPR says it never cold-calls savers […]

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Advisers shun consolidators in favour of peers

The majority of advisers have no interest in selling their firm to a large consolidator, research shows. Figures from a survey of around 200 advisers by platform Nucleus found just 4 per cent would sell up to a large consolidator, down from 13 per cent last year. Of those looking to sell, being bought by […]

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Top tips for ensuring your firm’s website is compliant

Some websites are difficult to navigate or overly complex, while some have become outdated, as technology and design best practice moves on. On our compliance helpdesk we see a wealth of financial planning websites. Some good, some bad. We can’t help you with the aesthetic design, or interface of your website, but we can help […]

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