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FCA allows clarifications to counter ‘overly optimistic’ investment projections

Advisers concerned performance scenarios in a Priips key information document might mislead their clients can give more information to the investor, the FCA says. The regulator today published a statement on the KIDs, brought in on 1 Janaury through new Priips regulation. Analysts and investment firms have warned over the misleading KIDs, with Baillie Gifford […]

Lighthouse scores another union advice deal

National advice firm Lighthouse has scored a new contract with Unison to provide mortgage advice to its members. The deal to add the public service union’s 1.3 million members to the Lighthouse roster bolsters a range of other tie-ups with unions and workplace organisations, including Prospect, the Fire Brigades Union, and the Money Advice Service’s […]

AJ Bell cuts MPS management charge by 40%

AJ Bell has cut the annual management charge on its managed portfolio service from 0.25 per cent to 0.15 per cent, plus VAT. AJ Bell claims that this 40 per cent reduction makes this one of the cheapest options for financial advisers and their clients looking for a managed investment portfolio. At the same time […]

Your top five queries about chargeable events

So far this year, members of Canada Life’s ican technical team have answered over 3,000 queries from advisers on a wide variety of subjects. One of the main topics of conversation has been chargeable events, and below are the top five most common queries. No. 1. Entitlement to personal allowances The growth in the value […]

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