Articles

Tuesday, 28 March 2017 11:34

Advisers increasing clients’ cash holdings doubles

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

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.

Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.

The Investment Association has set out plans for a new industry code as it looks to standardise disclosure for charges and transaction costs.

Monday, 27 March 2017 12:34

4 Sipp operators fail on FCA capital adequacy rules

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The FCA has revealed that four Sipp operators have failed to meet the requirements of the new capital adequacy rules.

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