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Tom Hegarty: The gold standard in paraplanning

Paraplanning is a relatively recent function within advice firms. Such roles did not really exist 20 years ago, as most advisers would tend to carry out all planning aspects themselves, including their research, technical analysis and suitability processes. But thanks to regulation becoming more challenging, advisers have realised that separating the client-facing and non-client-facing processes […]

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FOS orders compensation over Sipp delay by Mattioli Woods

The Financial Ombudsman Service has decided that Mattioli Woods must pay compensation over a botched Sipp administration which resulted in delays to a transfer, but does not have to pay back some of the fees it charged. Despite an initial ruling in his favour, a client said the FOS adjudicator had calculated redress unfairly, and […]

Mobius looks to raise £200m for emerging markets trust

Mobius Capital Partners is looking to raise £200m through the float of its new Mobius Investment Trust. Mobius CP’s founding partners veteran emerging markets fund manager Mark Mobius, Carlos Hardenberg and Greg Konieczny will run the trust. They will participate in the IPO with some £5.7m, according to the company’s statement. The portfolio will consist […]

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Pension over-taxing

800,000 people are at risk of being over-taxed on their pensions, writes Steve Webb, director of policy at Royal London Hundreds of thousands of people receiving company and personal pensions should check their tax code to make sure that they are not being over-taxed, according to a leading pensions firm. Mutual insurer Royal London has […]

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