John Moret: The SIPP fallout as another one bites the dust...
Written by James
The news of Hartley Pensions appointment of administrators may not have come as a huge surprise given the recent restrictions imposed on them by the FCA but I believe it is of great significance for the world of SIPPs.
Editor’s Comment: Time for another look at Woodford?
Written by Kevin
So, is it time to take another look at investing with fund manager Woodford?
Editor’s Comment: The mortgage dream looks wobbly
Written by Kevin
The dream of owning your own home is increasingly out of reach for millions...at least the pundits keep telling us that.
George Kinder: Helping clients cope with 'Black Swans'
Written by James
As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar.
Editor’s Comment: A tighter FCA ship?
Written by Kevin
One of the biggest problems with UK financial regulation is that it is reactive, not proactive.
Editor’s Comment: An unexpected pension success story
Written by Kevin
Want some good news for a change? SIPPs. Apart from the small number of toxic ones SIPPs, since their launch over three decades ago, have been a major and often unreported success story.
Editor’s Comment: FCA must tackle staff discontent
Written by Kevin
As we’ve reported this week, some Unite union members at the FCA have staged a two day walkout, believe to be the first strike action in the regulator’s history.
Guest Column: Why I sold my wealth business
Written by Administrator
I started my career in financial advice some 35 years ago and have been running our firm with my wife Joanna for the last 20 years as a family business. We still advise clients that we first met three decades ago.
Editor’s Comment: Time to re-evaluate the ‘finfluencers’
Written by Kevin
I must confess to having been rather negative about the so-called social media influencers or ‘finfluencers’ as some call them.
John Moret: The post-Carey risk of SIPP complaints surge
Written by James
In my last article I questioned just what is “fair and reasonable” when it comes to regulation. This was prompted by a recent FOS determination involving a complaint by a Mr T. against Rowanmoor Pensions.
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Editor’s Column: Stress testing
Written by Kevin
Financial Planning clients are, mostly, demanding. They are, in the main, successful, professional people; often business owners or entrepreneurs.
Editor’s Column: Why small can be beautiful
Written by KevinThe Personal Finance Society has made a timely call for more ‘proportional’ regulation following the publication by the FCA of its new three year business strategy plan, which arrived recently along with news of some chunky fee increases.
Editor’s Column: Scale of BSPS scandal shames advice sector
Written by Kevin
Like many this week I was taken aback at the scale of the BSPS pension transfer scandal redress. It’s huge and just the tip of an iceberg.
Guest Column: Will better regulation 'fix' DB transfer market?
Written by Administrator
The latest FCA action on the BSPS scandal has highlighted the considerable risks for Financial Planners in advising on DB transfers.