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Percival: Pension transfer suitability reports still falling short

Advisers need to worker harder to put relevant client details in suitability reports or they risk failing to meet the FCA’s expectations on pension transfers, says consultant Rory Percival. In March, the regulator published a consultation paper and a policy statement that toughened standards on pension transfer advice. These included the introduction of a rule to require all […]

probate

Where there’s a will there’s a way

In this article, Graeme Robb, Senior Technical Manager explores the limited circumstances under which the Probate Service now accepts online applications from personal applicants. Key points Certain criteria must apply England & Wales only Online functionality will continue to be developed Probate trusts can avoid the need for probate in respect of a trustee owned […]

State of the markets: UK equity income

Artemis Income Fund manager Nick Shenton discusses the state of the UK equity income market with journalist Alexis Xydias. With the first three months of 2015 showing strong returns for both the Artemis Income Fund and UK markets generally, Nick Shenton discusses the fund’s top contributors – including overseas holdings Novartis and Bayer – and […]

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