The Financial Ombudsman Service has upheld a complaint against HSBC for unfairly rejecting a mortgage application on the grounds of age in the first case of its kind. The Sunday Times reports a couple in their forties, who do not wish to be named, were turned down when applying for a joint £250,000 interest-only loan […]
The pension reforms offer a great opportunity for financial advisers to attract new clients and grow their business. As product providers look to sell new propositions and unscrupulous firms solicit consumers to put their money in esoteric investments, the general opinion is that the new rules have brought to the forefront the need for advice. […]
Providing factual information is one way to help advisers through the due diligence maze when selecting a discretionary investment manager. But Diminimis goes further than that. The firm helps advisers articulate what they need from a DIM to fit their clients and their businesses. It researches the market of more than 220 DIMs, produces a […]
PI insurers are considering exclusions for insistent DB to DC transfers, Money Marketing understands.
With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- How much are advisers charging for pension transfers?
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- IFS director: Inheritance increasingly determines wealth in UK
News and expert analysis straight to your inboxSign up