IFAs came racing out with their hockey sticks following John Shackle-ton’s presentation at the FSA conference last week.The Worldwide Financial Planning chief made no secret of his desire for the industry to move towards a “level-playing field” – about 40 times. If next year’s MM awards add another category (to Jack Dee’s delight) for Most Overused Phrase In A Presentation, the panel have a winner – absolutely not a level playing field.
I had to write to congratulate Ian Lowes for his article in Money Marketing (February 10). I agree 100 per cent with his response to the contracting-out issue. I have been making similar remarks to clients for many years.
Assureweb has deals in place to continue funding of an unspecified sum with three product providers after an existing agreement runs out at the end of May. In January 2002 Norwich Union, Scottish Widows and Friends Provident agreed to pay 16.8m for ongoing services until May 2005. At that time those three providers plus Aegon […]
Lifesearch became the first specialist IFA to win Money Marketing’s IFA of the Year award last week.
Scottish Equitable head of business development Steven Cameron assesses the radical plans set out by the ABI for changes to adviser remuneration.
Re-enrolment is a sizeable task, and requires proper planning. You must ensure that eligible staff who are not already in your auto-enrolment pension scheme are put back into it.
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Scottish Widows mulls Standard Life corporate pensions book takeover
- Martin Lewis wins claim against PPI chaser that used his image
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]