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Lighthouse signs advice deal with fostering agency

Network Lighthouse has signed a two year deal to provide financial advice services to FosterTalk, a firm that provides support services for 30,000 foster carers. The tie-up sees the network give advice across retirement planning, mortgages and investments. It is the latest in a series of affinity partnerships that means Lighthouse provides advice to staff […]

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FCA sets out revamped pension freedom rules

The FCA has published new rules reacting to the first year of the Government’s pension freedom reforms. The changes include a ban on sending product application forms with wake-up packs, extending advice requirements to UFPLS and introducing more flexibility around the so-called second line of defence. However, in a consultation response published today the regulator […]

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One in three advisers carry out insistent client transfers

Nearly one in three (29 per cent) advisers will advise and transact defined benefit to defined contribution transfers for insistent clients, FCA data has revealed. In addition, nearly half (47 per cent) will advise and transact safeguarded benefits work even against their recommendation. An FCA survey of around 200 advisers conducted to inform the financial […]

Bonds in 2017: Stick or twist?

Royal London Asset Management Bond Fund Managers Paola Binns and Craig Inches look at why short duration could be a key tactic for fixed income investors during 2017. Read the full article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors […]

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