A pension review firm has found that more than half of its clients who plan to access cash from their pensions intend to do so as soon as they reach 55.
Read more ...Advisers warming to centralised retirement plans
- Tuesday, 07 April 2020
- Articles
The number of financial advisers adopting Centralised Retirement Propositions (CRPs) is expected to rise significantly from 48% to 71% over the next 12 months, according to new research.
Read more ...PFS backs FCA action to keep lid on fees
- Tuesday, 07 April 2020
- Articles
The Personal Finance Society has welcomed the FCA’s freezing of 2020/21 fees for small firms but warned that the Coronavirus outbreak could force up compensation costs and hit advice firms hard without major reform.
Read more ...FCA to freeze fees for smallest 71% of firms
- Tuesday, 07 April 2020
- Articles
The FCA plans to freeze its fees for the smallest 71% of financial services firms in response to the Coronavirus outbreak.
Read more ...CII guide to helping talented autistic people find jobs
- Monday, 06 April 2020
- Articles
The Chartered Insurance Institute has joined forces with consultants Aon and Willis Towers Watson to produced a report and guide outlining ways to help more people at the higher end of the Autism Spectrum scale find jobs in areas such as financial services.
Read more ...Warning on damage to pensions of RPI move
- Monday, 06 April 2020
- Articles
The Pensions Policy Institute has warned that a Government change to the inflation measure could cut lifetime pension income by up to 21%.
Read more ...Senior Managers must consider ‘emerging risk’ from virus - FCA
- Monday, 06 April 2020
- Articles
The FCA has told firms that Senior Managers must consider the “emerging risks” from the Coronavirus outbreak.
Read more ...Quilter to expand telephone ‘Financial Planning’ service
- Monday, 06 April 2020
- Articles
Quilter Financial Advisers, the restricted arm of Quilter plc, has publicly launched its telephone-based financial advice service to expand the availability of Financial Planning.
Read more ...FCA warns over Smith & Williamson clone scam
- Friday, 03 April 2020
- Articles
The FCA issued a warning today about scammers using a 'clone' of leading tax adviser and wealth manager Smith & Williamson to cheat investors.
Read more ...DFMs need to improve client onboarding - survey
- Friday, 03 April 2020
- Articles
Discretionary Fund Managers need to improve their client onboarding processes, according to a survey of adviser satisfaction.
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