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Planners lose confidence in ability to secure PI cover
Written by Kat MitchellLess than a quarter (17%) of financial advice and wealth management businesses feel confident about their ability to secure affordable professional indemnity insurance (PI), according to a new report.
Pensions Minister Guy Opperman plans to introduce simpler 2-page annual pension statements.
Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.
A senior executive at retirement provider Just Group has called for pension savers in their early 50s to have pensions guidance sessions with the government’s Pension Wise service “automatically” booked for them.
It's true that not all Financial Planners are keen on the free, impartial and independent guidance service, Pension Wise.
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Industry fintech integration body Origo has spun off its standards and governance arm Criterion as an independent organisation.
The ABI has given a muted welcome to plans by Pensions Minister Guy Opperman MP, announced at the weekend, to give DC pension scheme members a condensed pension annual statement of no more than two pages.
A couple of surveys we reported on this week reminded me about the epic scale of pension ignorance among the great British public.
The CISI has appointed four new board members including executives from Brewin Dolphin, Barclays Wealth and Rathbone.