Money Partners has confirmed it is to consult with staff on a move which could see up to 65 jobs cut.
I was very interested in the article ‘Back-book causes backlog at ‘overloaded’ Windsor’ (14 February), as I have experienced the problem first-hand. Our client is transferring the proceeds of a pension plan to Norwich Union so that he can crystallise his benefits. The relevant papers were received by Windsor Life on 4 January 2008. The […]
Aifa director general Chris Cummings has hit out at Chancellor Alistair Darling for announcing measures to mitigate increases in small business corporation tax for some industries but not advisers.In last week’s Budget, the Chancellor set out a number of concessions to small businesses to help soften the increase in corporation tax on small firms from […]
I am clearly not the only person in the UK wondering exactly what the difference is between generic financial advice and money guidance, the former having been dropped in favour of the latter by Otto Thoresen.
Blue Sky Asset Management and Meteor Asset Management have introduced capital-protected bonds that are based on a share basket comprising five major UK banks.
We know what it takes to run a successful auto-enrolment project in the retail industry. We are automatically there for some of the world’s best-known retailers at every stage of the process. Take a look at what we have done for our client House of Fraser.
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The Government should make it easier for advisers to sell products that blend income drawdown with insurance to meet future care costs, according to former pensions minister Steve Webb. A paper published today by Royal London calls on the Government to introduce policy changes which allow new products to be created that pay for long-term […]
Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]