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Retirement Advantage has appointed former FCA senior associate David Forsdyke as head of compliance for its equity release division. At the regulator, Forsdyke was part of the team responsible for implementing the Mortgage Market Review. He was previously a director of equity release advice firm Argent Sage. Retirement Advantage equity release managing director Tom Evans […]
Jelf Employee Benefits looks at some of the key considerations employers should think about when reviewing and choosing a flexible benefits provider. Choosing the right benefits for your employees is one thing but delivering a successful employee benefits strategy is about understanding the complete picture and delivering it in a personalised way so that it resonates with each and every individual in your business.
A lack of understanding, not regulation, is holding back the equity release market in the UK, providers and advisers say. This week the regulator announced it will be investigating whether regulation is hampering demand for equity release products. Speaking at an FCA conference in London, FCA director of strategy and competition Christopher Woolard called the […]
The Foreign Office should lobby the US to scrap litigation against the Royal Bank of Scotland, according to Treasury select committee member Jacob Rees-Mogg. RBS is facing $8bn (£5bn) worth of fines over mortgage-backed securities sold in the US before the financial crisis. The Telegraph reports Conservative MP Rees-Mogg asked the bosses of UK Financial […]
It can be difficult for employees to control their spending habits, in fact they may not realise that they have bad habits at all.
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]