Safe Home Income Plan members wrote £262.8m worth of equity-release business in the second quarter, a fall of 5.8 per cent on Q1 but 0.75 per cent up on Q2 2005.
The latest salvo of damning mystery-shopping revelations to hit the financial advice sector has prompted a fierce backlash from Aifa director general Chris Cummings.
Controversial consumer champion Mick McAteer is leaving Which? after 13 years of battling the financial services industry to concentrate on doing charity work on financial exclusion.
Too many equity-release advisers are failing to factor in social security benefits
Twelve months ago, I had the honour of penning my inaugural multi-manager column for Money Marketing. The brief was to provide an insight into the world of multi-manager, either on a technical matter or in relation to how multi-managers look at funds. Maybe even on a hot topic of the day. Since then, the number […]
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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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]