Almost everything you read around the new rules for retirement income planning talks of the inevitable expansion of a blended approach to investing. This, so the logic goes, is the response to managing the four key conflicting pressures at play for those looking to plan for their retirement: longevity, inflation, lack of flexibility and volatility. […]
Lenders are in talks with technology providers to develop a solution where they can evaluate brokers on an individual basis. Presently, lenders have information at a firm level but sources say a group of lenders has started talks to find a way of validating individual brokers. It is thought the lenders, the identities of which are […]
At the beginning of the month, Nick and Martin Bamford caused amusement around the industry by announcing the launch of Informed Choice’s robo-adviser as an April Fools prank. What many in the industry might find scary, however, is that they are not too far away from the truth. The emergence of real robo-advisers is, in […]
Despite recent industry improvements on staff incentives in a bid to reduce misselling, wider performance management techniques have been found to negatively influence the behaviour of frontline staff. The FCA has been clear in its stance that firms that offer staff incentives or use ‘pushy’ performance management techniques to drive sales are not operating in […]
The Finance (No.2) Act 2017 has passed into law — we look at the impact on the Money Purchase Annual Allowance
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Who were the winners at the Money Marketing Awards?
- Equitable Life sale to bring windfall for policyholders
News and expert analysis straight to your inboxSign up