The FCA’s decision to ban former Tailormade Independent Limited chief executive Alistair Burns has been upheld by the Upper Tribunal. Between January 2010 and January 2013, Tailormade gave advice to 1,661 customers who were considering transferring or switching their existing pension funds via Sipps into unregulated investments, such as green oil, biofuels, farmland and overseas […]
It was with little surprise we saw another Green Paper looking at reform of care and support for older people, due in summer, merely kicked down the road into the autumn. Then the incumbent health and social care secretary was replaced shortly afterwards. With all votes beginning to count as the disengaged becoming louder in […]
I am far from anti-IFA but in certain circumstances my priority is the greater good of the industry On a recent golf day, an adviser acquainted with my various scribbles asked me if I was Auntie Ivy. I was lost for words. Although my wife might describe my hearing as selective, even she would not […]
Sustainable withdrawal rates (SWR) have become a core advice issue for advisers with retirement clients, following the shift from annuities to drawdown. There are many methods for articulating what the SWR rate could be, but how is this evidenced when everyone’s needs are different? Decumulation requires a different strategy to accumulation. Ironically, in this age […]
Re-enrolment is a sizeable task, and requires proper planning. You must ensure that eligible staff who are not already in your auto-enrolment pension scheme are put back into it.
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