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PFS to consult on exams approach after industry backlash

The Personal Finance Society is planning to consult with members of the broader training community to ascertain the best way forward with training and exam delivery. As the Chartered Insurance Institute reversed its position on forcing the combined purchase of its exam and revision packages last week following industry criticism, PFS chief executive Keith Richards […]

Andrew Tully: Simplification key in FCA non-workplace pension review

The regulator must focus on removing outdated rules and making charges and illustrations clearer An FCA discussion paper released earlier this month has asked for views on non-workplace pensions. Covering a mix of products, including Sipps, stakeholder and individual pensions, as well as older contracts, such as s32 buyouts and retirement annuities, it focuses on […]

Selecting a wrapper

In the past, some advisers have avoided the use of onshore investment bonds, and some still do. The image of bonds may have been tarnished in the past, however, the days of high allocations and commissions are gone. It is important to put these factors aside and look objectively at the benefits onshore bonds can […]

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