7 June 2018

1

Phil Wickenden: Why IHT protection should not be overlooked

Hands up who likes looking stupid? No, me neither, though the sub-textual retort of my wife’s eyebrow, raised in my direction (or rather the direction of the Cuban heels on my new boots) screams “you could have fooled me”. She may have a point, but there is a difference in questionable sartorial choices and foolishness […]

9

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 […]

Ros Altmann
15

Ros Altmann: My solution to the DB transfer advice debacle

The six million people in defined benefit pension schemes who could be enticed by the high transfer values on offer are causing much consternation among parliamentarians, the regulator and financial advisers. The FCA has found a significant proportion of transfer advice to be unsuitable or questionable. Its latest consultation suggests big changes to the way […]