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The Retirement Planning Summit – Jun 2014

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The flagship event for the UK retirement advice market. June 2014.

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Only two advice firms make FCA complaints data

Only two advice firms, Sesame and Openwork, recorded enough complaints to make the FCA’s latest data on the most complained about financial services firms. The figures from the FCA, published today, show that Sesame received 1,646 complaints between January and June, down 20 per cent from 1,978 complaints against it during the previous six months. […]

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Nationwide stops broker lending on overseas army mortgages

Nationwide Building Society has stopped lending through brokers where the borrower is in the armed forces and based overseas. The lender has moved to a new mortgage processing system which has scrapped paper-based applications, including those from borrowers with a British Forces Post Office address in the past three years. From October 7, these applications […]

Tech winners keep on winning

By Ali Unwin, chief technology officer & fund manager, Neptune Artificial intelligence, driverless cars, big data. As technological advancements – and disruption – increasingly dominate headlines, Ali Unwin sets out six key themes he is watching in 2017. Read more Important Information Investment risks Neptune funds may have a high historic volatility rating and past performance […]

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