Advisers increasing clients’ cash holdings doubles

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

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Sipp client fears as sector awaits FCA action over failing firms

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.

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Chartered planner Darren Cooke reveals client finding tips

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

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New costs code for investment managers amid FCA asset review

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

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4 Sipp operators fail on FCA capital adequacy rules

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

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Owners of advice firms warned to avoid ‘rushed’ sale

Owners of Financial Planning and advice firms have been warned to avoid a ‘rushed’ or ‘desperate’ sale.

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Old Mutual sells stake in US asset management arm

Old Mutual is selling a stake in its US asset management arm, it revealed this morning.

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FOS rules against IFA over Sipps property case

The FOS has ruled against an IFA firm over a Sipps case, concluding that ‘unsuitable advice’ was given.

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Mums missing out on millions in retirement, report claims

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.

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Claire Trott: QROPS rules to keep evolving after Brexit

The changes to the taxation of transfers to Qualifying Recognised Overseas Pension Schemes (QROPS) has been received both positively and negatively by the pensions industry.

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