Only 36 per cent of the 635 advisers who took the first sitting of the Chartered Insurance Institutes new K10 paper covering retirement options passed the half-credit qualification. The CII is disappointed at the low pass rate but says it illustrates the standard has not been watered down by creating half-credits at an AFPC level.
Bristol Contributory Welfare Association Healthcare has made two senior level appointments in its marketing department.Howard Hughes joins as sales and marketing manager after 15 years with Bupa where he was marketing and development manager for dental cover.Andrea Bridgeman is going to BCWA to take charge of day to day marketing activity from Clerical Medical International […]
Only 36 per cent of the 635 advisers who took the first sitting of the Chartered Insurance Institute's new K10 paper covering retirement options passed the half-credit qualification. The CII is disappointed at the low pass rate but says it illustrates the standard has not been watered down by creating half-credits at an AFPC level.
Sun Alliance & London, the subsidiary of Royal & Sun Alliance facing rocketing guaranteed annuity liabilities, has slashed terminal bonuses for the second time this year.Maturity payouts on with-profits policies will be cut by up to 5 per cent although it expects an average 3 per cent cut.Money Marketing recently revealed R&SA's guaranteed annuity liabilities […]
The PIA has suspended the investment business of IFA Complete Financial Services of Hillside, Bishops Walk, Shirley Hills, Croydon because it has failed to comply with an award made against it by the ombudsman.The award was made in August and the firm is contesting the decision and has failed to offer redress to the complainant. […]
By Jamie Clark, Business Development Manager We take a look at the Pensions Regulator’s latest auto enrolment compliance bulletin and the lessons that can be learned from it. With up to half a million smaller employers expected to reach their staging date during 2016, it’s likely that the Pensions Regulator (and the rest of the […]
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
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