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Just Retirement launches simplified advice service

Just Retirement has launched a simplified advice service for people with smaller pension pots in a bid to bridge the “advice gap” left by the RDR. The firm is offering the service initially through pension providers. Customers will be given personal recommendations over the phone on how to use their pension pot, including whether to […]

The Platforum D2C Conference – 24th June 2015

Taking place on Wednesday 24th June at the Jumeirah Carlton Tower Hotel, Knightsbridge, London the Platforum D2C Conference will provide the setting for key industry experts to debate what good looks like for a direct proposition and how to maximise opportunities presented by the pension freedoms. Driven by the change in regulation, pension freedoms and […]

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Tisa publishes guidelines on Isa inheritance rules

Tisa, the British Bankers Association and the British Societies Association have published guidelines to help consumers understand new rules which allow spouses to inherit Isa allowances. In the 2014 Autumn Statement, Chancellor George Osborne announced Isa assets could be passed on to surviving spouses or civil partners. The rules came into effect on 6 April […]

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Tribunal upholds FCA ban for PI broker

The Upper Tribunal has upheld a decision by the FCA to ban a former professional indemnity insurance broker. Stephen Allen was issued with a decision notice by the FSA in July 2012, which intended to ban him because he was not a fit and proper person. The regulator said Allen had secretly added a fee […]

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