Towergate Financial has acquired Newark-based wealth management and financial planning firm K B Rollitt & Company Limited.
Chris Salih and Hannah Stodell report on plans for a new body to regulate how firms deal with client money
Steven Cameron, Viewpoint
The Association of British Insurers’ proposal to increase the age of forced annuitisation to 80 has been warmly received by the industry. The ABI policy paper, entitled, Time For Change: Seven Proposals to Improve DC Pension Benefits, published this week, called for a number of changes to the way that DC pension income is taken […]
A survey conducted by Johnson Fleming at the Pension & Benefits Show 2014 highlighted the key challenges faced within organisations post auto-enrolment. The results showed that communicating the changes and the value of them to staff, and receiving timely data from the payroll provider proved to still be the most challenging aspects of managing an auto-enrolment scheme.
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]