Tuesday, 17 June 2014
Articles
the KPMG report
'Change your business or it will die' is the stark message to asset managers who have been told they must adapt to technology as the industry verges on a huge shake up in the coming decade. Read more ...
Tagged under #advisers #technology #KPMG #asset managers #Wealth Horizon

Monday, 16 June 2014
Articles
Joanne Segars, chief executive of the NAPF,
The National Association of Pension Funds says the vast majority of its members are concerned by the uncertainty that will surround workplace pension schemes if Scotland votes yes in the independence referendum. Read more ...
Tagged under #pensions #The National Association of Pension Funds #Scotland independence

Monday, 16 June 2014
Articles
The Treasury building. The Treasury's consultation on reforms has now closed
The International Longevity Centre-UK will consider why retirees fail to annuitise even when it is the best option as it carries out a report looking at the implications of the reform to pensions. Read more ...
Tagged under #pensions #Prudential #annuities #International Longevity CentreUK

Monday, 16 June 2014
Articles
Tracey McDermott, FCA's director of enforcement and financial crime
Fines totalling nearly £4m have been issued to Credit Suisse International and Yorkshire Building Society today for 'serious breaches' in failing to make a product's promotions clear and fair. Read more ...
Tagged under #Yorkshire Building Society #Financial Conduct Authority #Credit Suisse International

Monday, 16 June 2014
Articles
Dr Ros Altmann's website
Pensions campaigner Dr Ros Altmann has been awarded a CBE in the Queen's Birthday Honours. Read more ...
Tagged under #Martin Lewis #Dr Ros Altmann #Queen's Birthday Honours

Friday, 13 June 2014
Articles
Martin Bamford CFPCM, managing director of Informed Choice in Cranleigh

A Financial Planner has turned documentary maker to create a film which will premiere at the annual Institute of Financial Planning conference.

Read more ...
Tagged under #IFP #Martin Bamford #Informed choice #Institute of Financial Planning Annual Conference

Friday, 13 June 2014
Articles
Stonehaven's website
The acquisition of Stonehaven by MGM Advantage group has been given the green light by the regulator. Read more ...
Tagged under #retirement #MGM Advantage #Stonehaven #Chris Evans

Friday, 13 June 2014
Articles
Mishcon de Reya website
A law firm is to launch a new high-end private client advisory business called Mayfair Private. Read more ...
Tagged under #Mishcon de Reya #Opus Private #Mayfair Private

Friday, 13 June 2014
Articles
The Pensions Administration Standards Association website
The revolution in retirement income may inadvertently increase the risk of pension liberation, the Government has been warned. Read more ...
Tagged under #pension liberation #budget 2014 #The Pensions Administration Standards Association

Thursday, 12 June 2014
Articles
Professor Les Mayhew's profile on Cass website
The Government should create a state-run 'Equity Bank' to help as many as 400,000 low income older homeowners generate extra income from their property. Read more ...
Tagged under #pensions #retirement #equity bank #International Longevity Centre #Cass Business School
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