The pension is effectively becoming the new family heirloom, a Chartered Financial Planner says, as younger generations look to inherit cash rather than things.
FCA officials are assessing reactions to plans for a complete ban on early exit penalties for new pension contracts.
A Financial Planning and accountancy firm is moving to the site where Sargeant Pepper’s Lonely Hearts Club Band, The Dark Side Of The Moon, and other major hits were made.
A new Retirement Quality Mark to ensure products operate in the customers’ best interests is set to be launched later this year.
Four firms are teaming up to create a new advisory service for employees nearing retirement – which includes a robo-advice option.
Aegon has signed a deal with Nationwide Building Society to continue providing the Investor Portfolio Service (IPS) for new and existing business, following the recent acquisition of Cofunds.
More families are tackling the inheritance taboo but nearly half still avoid the difficult conversation.
A new robo-adviser described as “styled like WhatsApp” is being launched by a former IFA.
Plans to ensure that advisers pay large fines if they are found to be ‘enablers’ of tax avoidance have been blasted as “ludicrously draconian” and ill conceived.
The ‘guru speaker’ at the national Paraplanners Powwow will be Rory Percival, the FCA technical specialist, who revealed on Friday he is leaving the regulator.