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RDR/FAMR review to exclude DB transfer concerns

The FCA will exclude the rules around defined benefit pension transfers in its review to assess the effectiveness of the RDR and the Financial Advice Market Review within the industry. In an update today on its May call for input, the regulator says it will also leave out potential changes on the funding of the Financial […]

Exit sign

Interactive Investor scraps exit fees for ATS customers

Interactive Investor has removed exit fees for Alliance Trust Savings customers following the completion of the £40m acquisition on 1 July. The move brings ATS customers in line with the II platform and applies to all direct customers, IFA and partnerships. It comes ahead of the direct ATS investors’ migration onto the II platform, which is expected […]

New One Pound Coins - UK

Pimfa deal gives advisers access to cash management

Trade body Pimfa has announced a “strategic partnership” with cash savings platform Insignis Cash Solutions to help members “enhance their customer relations”. Advisers will be able to provide a cash savings solution to their clients and take advantage of the “simplicity of the platform”. Pimfa director of strategic partnerships Richard Adler says: “This is an […]

Sustainability Q&A

Following his latest webinar ‘Has sustainability been Trumped’ Mike Fox answers questions in relation to how Trump’s environmentally unfriendly policies might affect sustainable investment strategies. Read the article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back […]

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