Do DFMs need to be more transparent in declaring VAT charges?

Discretionary fund manager charges have come under increasing scrutiny since the FCA launched its platform market study in July last year. The regulator is currently looking at the role of DFMs in the value chain to see if their charges are justified, with the results expected to be revealed later this summer. Money Marketing has […]


Trade body’s decision to split property sector could still trip advisers up

While the Investment Association’s decision to split its property sector category will make it easier for advisers to compare information, they will still need to review the funds carefully, commentators warn. The Investment Association is dividing its property sector into separate UK Direct Property and Property Other sectors from 1 September. Hearthstone Investments fund manager […]

‘How to…audit your auto-enrolment scheme compliance’

Avoid pension penalties with our auto-enrolment checklist

According to the Pensions Regulator’s annual commentary and analysis report released this month, 785 potential non-compliance cases were referred for investigation, with 23 auto-enrolment compliance notices issued. And they predict that the use of their statutory powers is only going to increase.


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