Mums have lost hundreds of millions of pounds in retirement, a pensions firm has calculated, because of a change in the rules on child benefit.
Read more ...Mums missing out on millions in retirement, report claims
- Monday, 27 March 2017
- Articles

FOS rules against IFA over Sipps property case
- Monday, 27 March 2017
- Articles

The FOS has ruled against an IFA firm over a Sipps case, concluding that ‘unsuitable advice’ was given.
Read more ...Old Mutual sells stake in US asset management arm
- Monday, 27 March 2017
- Articles

Old Mutual is selling a stake in its US asset management arm, it revealed this morning.
Read more ...Owners of advice firms warned to avoid ‘rushed’ sale
- Monday, 27 March 2017
- Articles

Owners of Financial Planning and advice firms have been warned to avoid a ‘rushed’ or ‘desperate’ sale.
Read more ...4 Sipp operators fail on FCA capital adequacy rules
- Monday, 27 March 2017
- Articles

The FCA has revealed that four Sipp operators have failed to meet the requirements of the new capital adequacy rules.
Read more ...Julie Lord: Planners should set the example to clients
- Wednesday, 29 March 2017
- Articles

The Julie Lord column
Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.
Read more ...New costs code for investment managers amid FCA asset review
- Tuesday, 28 March 2017
- Articles

The Investment Association has set out plans for a new industry code as it looks to standardise disclosure for charges and transaction costs.
Read more ...Chartered planner Darren Cooke reveals client finding tips
- Tuesday, 28 March 2017
- Articles

Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.
Read more ...Sipp client fears as sector awaits FCA action over failing firms
- Tuesday, 28 March 2017
- Articles

Sipps professionals have expressed sadness and surprise, while also expressing fears for clients, after the FCA revealed four firms had failed over new capital adequacy rules.
Read more ...Advisers increasing clients’ cash holdings doubles
- Tuesday, 28 March 2017
- Articles

The number of advisers who expect to increase their clients’ cash holdings in the next six months is set to double.
Read more ...