The IFA contesting a restitution order being made by the FSA in the High Court has been given until December to strike a deal. Bill Matthews, a partner with William’s Life Pension Mortgage and Insurance Services, will hold discussions with the FSA for compensation and costs over a pension review.
We know that we all have difficult jobs to do at the moment but most IFAs do a good job and are respected by their clients. What we do find confusing is the attitudes of some insurance companies and service issues. Some are getting much better and some give appalling service. Here is a story […]
A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]
The financial advice profession has to collaborate more to promote the value of advice as a study finds one third of people shy away from taking advice due to concerns about trust. The findings come from a detailed look at the nation’s wealth and debt in research commissioned by Open Money and conducted by the […]
A template designed to help scheme administrators and advisers process defined benefit transfers will help them be completed more easily regulators say. Last July The Pensions Regulator told delegates at Money Marketing’s Retirement Summit that a template to simplify transfers would be released in the autumn. The template aims to enable scheme administrators to give advisers […]
Looking under the bonnet to see where the convictions of managers lie Sector definitions dictate that UK equity funds are required to have at least 80 per cent of total assets invested in UK-listed firms. There are, however, no limits on where their revenues originate. With the outcome of Brexit still largely unknown, it has […]