Recommended

MM Wired: The role of emotional support in advice – On demand

Title: The role of emotional support in advice Date: Tuesday November 29th Time: 9.30am Topics discussed: When is an adviser more than just an adviser? What is the role of the adviser and the provider in supporting a protection claim? What do we mean when we talk about value-added services? Have value-added services become more […]

1

Advice definition is a ‘nightmare’ to solve says FAMR group member

Working out new terms to describe advice and guidance is proving a “nightmare”, a member of the Financial Advice Working Group says. Speaking as part of a Money Marketing Wired debate about the Financial Advice Market Review, Old Mutual Wealth chief distribution officer Richard Freeman says creating a shortlist of terms to help customers tell the difference between […]

Grace-Adrian-aegon-2011-700x450.jpg
1

Aegon looks to platform business to bring in 80 per cent of profits

Aegon’s is looking to generate between 80 and 90 per cent of its profits from its platform business within the next three to five years, according to UK chief executive Adrian Grace Speaking to Money Marketing after the release of the providers third quarter results this morning, Grace acknowledged that the goal represented a “big […]

17

Out of scope: The early exit charges that escape FCA cap

The complexities of the FCA’s cap on early exit charges mean it is likely to only scratch the surface when it comes to tackling punitive pension charges. The regulator has decided to impose a 1 per cent cap on existing contract-based personal pensions, which will come into effect from 31 March. But the cap appears […]

2

DB transfer shouldn’t be all-or-nothing

By Steve Webb, director of policy In my recent discussions with advisers, a hot topic has been the growing number of people interested in transferring their defined benefit pension rights into a defined contribution pension scheme. With many pension schemes offering eye-watering transfer values, this is likely to be an area of increasing interest. Yet […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment