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Abraham Okusanya: Advisers must go nowhere near platform costs

An awful lot of time is being dedicated to asking platforms to justify their existence, particularly in light of various botched re-platforming projects. But the point gets convoluted. Alongside those who question why certain platforms exist in the first place, there is debate around who they serve and how they should be paid for more […]

Miniature model house with energy efficiency graph.

Energy efficiency ‘business as usual’ for responsible landlords

With Minimum Energy Efficiency Standards (MEES) coming into force earlier this year, Gail Counihan, ESG Analyst and Zilla Chan, Senior Credit Analyst provide an update on what this means for landlords and how, for responsible landlords, energy efficiency will remain very much ‘business as usual’. Read the article here Past performance is no guide to […]

Exit sign
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Intelligent Money eyes Sipp market exit

Intelligent Money is considering exiting the Sipp market to become an independent provider of standard personal pension plans. The company says it is looking at re-branding its Sipps as flexible personal pensions to better reflect its position in the market. The firm is in discussions with advisers about the potential change and says the shift […]

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Recruitment bosses plead guilty after posing as staff to stop workers’ pension payments

Two directors and five senior staff of a national recruitment agency face sentencing after they were found impersonating temporary workers in order to opt them out of their workplace pension scheme. Workchain directors Phil Tong and Adam Hinkley and five senior staff were prosecuted by The Pensions Regulator for an offence of unauthorised access to […]

International jurisdictions

By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]

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