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FCA says evidence of life insurers and advisers 'undermining' RDR
- Wednesday, 18 September 2013
- Articles
The Financial Conduct Authority says some life insurance firms have 'arrangements' in place which could influence advisers in contravention of the principles of the RDR and it has referred two firms for enforcement.
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Broadstone launches Private Client Office for wealthier clients
- Tuesday, 17 September 2013
- Articles
Broadstone Pension and Investment has launched its Private Office operation to help wealthier clients and international clients based in the UK.
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CPI inflation falls to 2.7% in August says ONS
- Tuesday, 17 September 2013
- Articles
The ONS says that the Consumer Prices Index (CPI) fell to 2.7% in the year to August, down from 2.8% in July.
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Schroders unveils Indian Opportunities Fund
- Monday, 16 September 2013
- Articles
Schroders has launched the Schroder ISF Indian Opportunities, a sister fund to the existing Schroder ISF Indian Equity fund.
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Broadstone calls on Government to clarify 'threat' to tax free cash
- Monday, 16 September 2013
- Articles
Pensions consultants at Broadstone Corporate Benefits are calling on the Government to announce that the tax-free cash sums paid from pension schemes will avoid being cut in this Parliament.
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FE Select Portfolios become available on Transact
- Monday, 16 September 2013
- Articles
The FE Select Portfolios are now available on the Transact platform, making them more easily accessible to clients of both FE Research and Transact.
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AXA Elevate concerned about bulk transfer to clean share classes
- Monday, 16 September 2013
- Articles
AXA Wealth Elevate, AXA's platform arm, has expressed concern that some platforms will bulk transfer client holdings into clean share class versions of funds and believes the move could risk leaving customers disadvantaged.
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Financial Planner magazine rates highly with PIMS delegates
- Friday, 13 September 2013
- Articles
Financial Planner magazine, the official monthly publication of the IFP, has been named by delegates on the PIMS intermediary conference as the second most read monthly industry magazine.
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Paraplanners 'excited' about first Paraplanner Powwow
- Friday, 13 September 2013
- Articles
The countdown has started to the first ever Paraplanner Powwow which will take place in Northamptonshire on 19 September under giant teepees.
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AXA Wealth Services fined £1.8m for advice failings
- Friday, 13 September 2013
- Articles
The Financial Conduct Authority has fined AXA Wealth Services Ltd £1,802,200 for failing to ensure it gave suitable investment advice to its customers.
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