The rules of the RDR were made too tight for many firms to remain independent, especially larger ones. If I were responsible for an advice business with, say, 500 advisers, I would only want to use one platform – likely my own. Our proposition would dictate what products we advise on. The majority of clients […]
The modern approach to pension sharing needs revisiting, given that the legislation is nearly 20 years old. The pensions world continues to evolve at a healthy rate of knots and advisers are used to staying on top of all the new products, features and functionality. However, the legislation that governs aspects of it does not. […]
The FCA has proposed a 4.2 per cent increase in adviser fees for the coming year. For the 2017/18 financial year, the A13 fee block, of which advisers and other intermediaries are part, contributed £77.1m in regulatory fees. In a statement accompanying its business plan for the year ahead this morning, the FCA has proposed […]
The majority of providers are failing to ask customers how they will choose to access their pensions, according to FCA data. The FCA yesterday published data on its website about pension decumulation coming out of its 2017 Financial Lives Survey. The data, which looks at all adults planning to access their defined contribution pensions in […]
A month after taking over the Artemis UK Select Fund, Ed Legget explains a (subtle) change in style; and gives his outlook for 2016.
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