The Personal Finance Society is set to launch a free nationwide financial education programme for schools this September. The initiative, called Education Champions, aims to help the PFS establish a link with every secondary school and college of further education in the country. It will build on the society’s existing discover fortunes programme, which uses […]
As a number of sizeable restricted businesses ditch the label in favour of independence, advisers are questioning whether more firms will make the move back to whole of market. While many of the largest firms in the market still offer restricted advice, the majority of smaller firms continue to opt for independent status post-RDR. The […]
Aviva must compensate a client who had to work an extra five years because of a failed annuity payment. In a Financial Ombudsman Service ruling, Mr R complains about the compensation he was paid in 2016 relating to a section 32 pension plan. In the case, Mr R planned to receive his annuity payments at […]
Legal & General has received a positive report from its independent governance committee, but concerns remain over how long it is taking to rectify high charges in legacy products. While the committee, which includes former Investment Association chief executive Daniel Godfrey, ruled that overall most members are offered good value for money, excessive costs for […]
Les Cameron, Head of Technical, explores defined benefit pension transfers from a technical viewpoint, tackling the topics such as transfer values and transfer drivers.
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