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Lib Dems: Scrapping pot follows member was ‘incompetent’

The Liberal Democrats have branded the government’s decision to delay a pot follows member pension system “incompetent”. The Liberal Democrat spokesman for work and pensions Stephen Lloyd MP says the move by pensions minister Guy Opperman shows how “rudderless” the current government is on pensions policy. Last October Opperman suggested the pot follows member initiative […]

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DB transfer review paints networks in positive light

At least three networks have received 100 per cent suitability ratings from the FCA for the defined benefit pension transfers they have carried out, Money Marketing understands. As reports of poor practice focus on small regional advice firms, the figures suggest many larger networks have developed robust systems for conducting DB transfers. Money Marketing understands […]

neill macgillivray
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Neil MacGillivray: When expression of wish forms can let clients down

Clients cannot always rely on pension providers to follow their wishes when it comes to beneficiaries on death Headlines earlier this year drew attention to a startling statistic that 750,000 people coming up to retirement are at risk of their pension being passed on to an ex-partner when they die because they have not updated […]

Investment
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Adviser guide to social impact investing launched after industry-led review

The Personal Finance Society has launched a guide for advisers on social impact investing, in light of recommendations to government from an advisory group. The guide was put together by the PFS, with the support of the government’s independent advisory group on social impact investing and the Department for Digital, Media, Culture and Sport. The […]

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