Adviser and investment management group Attivo has made the first three appointments in a recruitment drive it expects to lead to 50 new members of staff by the end of the year. James Cobb is now group technical manager after joining from Hargreaves Lansdown where he did the same role. Teresa Crew will lead the […]
There are some big changes happening under the surface in the platform market at the moment. With all of the excitement around the pension reforms currently it is easy to forget about the shifts in platform technology that are either in progress or on the horizon. And it is even easier to overlook the impact […]
Fixed penalty notices also increase in Q1.
The Government was keen to allow those with defined benefit pensions access to the same freedom and choice as those with defined contribution savings. That is why we have new rules that allow transfers to proceed once a member of a DB scheme has received advice. However, the planned reduction of the lifetime allowance from […]
Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]
- Top trends
- Top trends
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- Aegon wins complaint over forcing transfer client to get advice
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- FCA evidence throws Sipp provider court case into doubt
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