Out of context

“We were like a bunch of meerkats”

LV= head of retirement products Vanessa Owen describes the moment the FCA published its 2nd line of defence rules

“I’m not the expert, I’m just the chief executive”

Michael Mercieca of Young Enterprise plays down his skills while filling in for Stephen Stilwell of newly assimilated Personal Finance Education Group at this week’s Redington report launch

“I have woken up with actuaries more times this year than in the rest of my life combined”

Which? executive director Richard Lloyd is finding his services in demand

“I have heard five or six firms claiming to be the two”

The FCA’s Rory Percival on the regulator’s review of risk-profiling tools which found problems with nine out of 11 tools


Stephen Smith: Market needs consensus and stability

The state of UK housing is going to be one of the major issues of debate in the run up to the general election but it is good for the market when consensus emerges. It does not respond well to stop/start policies. The length of the planning and building process and complexity of logistics make this an industry […]

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‘Dangerous gap’ created by FCA pension transfer overhaul

The FCA’s radical overhaul of pension transfer qualifications will leave a “dangerous” three-month window following the Budget reforms which could cause consumer detriment, experts warn. The regulator set out proposed changes to its pension transfer rules in a consultation paper last week which will require advisers to hold the pension transfer specialist qualification in more […]


CII to ramp up chartered status requirements in standards overhaul

At least half of the advisers within corporate chartered firms must be chartered individuals by 2020, under overhauled standards for chartered firms unveiled by the Chartered Insurance Institute. Previously, the CII required chartered firms to have at least one board member with the chartered financial planner title, and for 90 per cent of customer-facing staff […]


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