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Focusing on money - Magnifying glass over British pound notes.
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Advisers post charges on review site in transparency push

Advisers are publishing their fees on review website VouchedFor in an effort to be more transparent. Research by VouchedFor for the Sunday Times shows 423 advisers, representing 263 firms, have published their charges on the site. VouchedFor, the review site for financial and mortgage advisers, solicitors and acountants, does not publish adviser charges on their […]

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Vitality launches in-house funds in health investment push

Vitality has entered the investment and platform markets in a bid to encourage healthier lifestyles through financial incentives. The health insurer has set up a new company, Vitality Invest, to run its own funds and investment platform for the first time. In an adviser-only offering, it is attempting to provide additional incentives to investors who […]

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Pension schemes to invest in greener alternatives under new rules

Pension scheme members will be given powers under new government rules to hold their schemes to account over how social and environmental factors impact their investments. Trustees will be required to produce a policy that includes an assessment of the sustainability of their investment decisions. This policy will be available to members so they can […]

Focusing on money - Magnifying glass over British pound notes.
1

Wealth management boss charged with fraud

The former managing director of a Hertfordshire wealth management firm has been charged with fraud by the City of London Police. Freddy David, previously managing director of HBFS Financial Services, was charged with obtaining money transfers by deception and fraud by abuse of position. David was released on bail to the City of London Magistrates […]

Unfinished business?

Pension specialist Fiona Tait gives an update on three big announcements from the 2016 Budget – Pensions Advice Allowance (PAA), the Lifetime ISA (LISA) and the pension dashboard. £500 Pensions Advice Allowance What’s new Under current rules it is possible to deduct an adviser charge from a defined contribution pension fund to pay for financial […]

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