The National Association of Pension Funds has called on the Government to create a simple state pension that pays £8,000 a year.
House prices increased 0.7 per cent in March, resulting in a yearly increase of 9 per cent, according to a house price survey by Nationwide.
The focus over the past months has been on helping members attain the required qualifications, yet we have still had to be careful not to overlook the need to keep up to date with everything that is happening in a dynamic and challenging environment. Economic trends, fiscal and regulatory changes and market developments all need […]
INVESTMENT MATTERS Kira Nickerson
The FSA says it is looking into a potential breach of its incentives rules by a firm. In its discussion paper, Platforms: Delivering the RDR, the FSA says that there is a risk that platforms will compete for business from adviser firms by offering incentives which do not comply with the inducement rule. It says: […]
It was great to see our industry picking up on the themes of product relevance in 2016 and making it easier to access protection cover. But the biggest change I saw in 2016 was a shift to talking more about the end customer and building the right propositions for them. Following the events of last […]
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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 […]