The FSA is offering financial advisers, mortgage intermediaries and general insurance brokers in Bournemouth, Portsmouth and Southampton free surgeries. The regulator visits Bournemouth on May 15, Portsmouth on May 16 and Southampton on May 17.
The FSA has delayed any proposals to reform the funding of the Financial Ombudsman Service due to “significant volatility” in case numbers experienced by the FOS.
GE Life and GE Pensions have rebranded as Tomorrow following Swiss Re’s takeover of the retirement specialist last October.The new brand name was exclusively revealed by moneymarketing.co.uk last week.The brand identity has been created by design consultants Kent Lyons and a series of advertisements using the new branding will be appearing in the trade press.The […]
Opposition parties are continuing to make hay out of the revelations over advice given to the Chancellor before his raid on pension funds with the Conservatives lining up a special Parliamentary debate on the issue.Tory Shadow Chancellor George Osborne has called on Gordon Brown to answer five questions to justify his decision to abolish advance […]
A couple are advised to take maximum pension income rather than risk leaving it to the Chancellor in tax charges.
Paul Casson, manager of the Artemis Pan-European Absolute Return Fund, explains why he likes Irish housebuilders but is shorting banks – and how one Spanish TV company is going against media trends. Click here to read more
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]