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Bonds going bust? Not so fast….

In recent months bond bears have been reinvigorated, and market commentary suggesting “the end of the bond (bull) market is near” has become commonplace. We think these comments are premature. Explaining the global government bond sell-off October has seen renewed pressure on global government bonds, initially provoked by a Bloomberg article suggesting that the ECB […]

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The problem with a standalone equity release qualification

The discussion around whether to introduce a standalone equity release qualification shows just how complex the advice landscape has become. The concern is that advisers are not considering equity release products due to the current qualifications being more linked to mortgage advice. There is a real fear of failure to satisfy the regulator and ombudsman. […]

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Will Pension Wise have problems with secondary annuities?

Advisers say guidance sessions on secondary annuities will have to highlight to consumers they may struggle to get advice on selling their annuity. The FCA has been consulting on plans to extend access to Pension Wise to those thinking about selling their annuity when the secondary market is introduced in April. The consultation closed last […]

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Ex-Aviva boss joins Old Mutual Wealth as consumer champion

Former Aviva UK Life chief executive David Barral has joined Old Mutual Wealth in the newly created role of independent customer champion. Barral will feed into the company’s customer outcomes forum, which is part of its corporate governance structure. He will work across the Old Mutual Wealth group including the platform, Intrinsic, Quilter Cheviot, Old […]

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