Pension transfers are a minefield for advisers but the makers of a new tool believe their algorithms can provide the answer The recent launch of Wealth Wizards’ artificial intelligence capability, Turo, illustrates the possibilities technology can bring to advice. Turo enables robo-advice to be delivered in line with an advice firm’s way of doing things. […]
The nine adviser firms that voluntarily agreed to stop doing pension transfer work related to the British Steel pension scheme are keeping quiet as the FCA continues its action on the matter. Money Marketing has contacted all nine firms but they either declined to comment, were unable to comment at the time of publication or […]
One in seven non-retired people aged over 50 were targeted by scammers in the past three months, according to Retirement Advantage. Retirement Advantage commissioned Censuswide to conduct 1,003 online interviews from 6 to 9 March with non-retired people aged 50 or over who have defined contribution or individual pensions. The survey found 14 per cent […]
Customers are going into non-advised drawdown regardless of the options communicated to them, according to the findings of a review by the FCA published today. The regulator assessed a sample of non-advised drawdown sales by firms covering approximately 74 per cent of the market by sales volume for the period from April 2015 to April […]
The National Association of Pension Funds (NAPF) recently published its 40th annual survey of workplace pensions. The survey looks at both defined benefit and defined contribution schemes.
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up