An adviser jailed for attempting to steal £2.2million in a tax fraud has been named in HMRC’s top ten most significant fraud and organised crime cases of the last year.
Read more ...Court overrules FOS on IHT complaint; awards £223k damages
- Friday, 06 January 2017
- Articles

A court has overruled the FOS and ordered Zurich to pay damages of £223,000 over advice relating to IHT.
Read more ...Retirement study: Million over 45s victim of online scams
- Friday, 06 January 2017
- Articles

A retirement study has estimated that over one million people aged over 45 have fallen victim to online scams.
Read more ...Firm ordered to pay out over 'incorrect' pension valuation
- Friday, 06 January 2017
- Articles

The Pensions Ombudsman has told a firm it must pay out after a client complained about the “incorrect and inconsistent valuation of his pension fund”.
Read more ...Adviser body: Don't force us to record all client phone calls
- Friday, 06 January 2017
- Articles

A trade body has urged the FCA to scrap plans to make advisers record all telephone calls, saying it would be negative for the profession and costly for small firms.
Read more ...Sipp body reveals trio of Lifetime Members and new chair
- Thursday, 05 January 2017
- Articles

The industry body representing Sipp and SSAS providers has handed out a trio of Honorary Lifetime Memberships.
Read more ...Fidelity and Curtis Banks ordered to pay over Sipp delay
- Thursday, 05 January 2017
- Articles

Fidelity and Curtis Banks have both been ordered to pay out over a delay in effecting the transfer of a client’s pension rights.
Read more ...Horrified ex-Minister's scathing pensions attack on Treasury
- Thursday, 05 January 2017
- Articles

Former Pensions Minister Ros Altmann has launched a stinging attack on the Treasury, saying its “short-sighted thinking...could destroy pensions”.
Read more ...New plans for Paraplanners Powwow unveiled
- Thursday, 05 January 2017
- Articles

The future of the Paraplanners Powwow has been secured, with a package of new initiatives announced for 2017.
Read more ...Prudential platform expert takes Alliance Trust chief role
- Thursday, 05 January 2017
- Articles

Prudential’s platform and proposition consultant Allison Fower has joined Alliance Trust Savings as its new chief operating officer.
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