The FCA has fined a compliance oversight officer for pension transfer failings after about 500 customers with pensions worth £12.7million were advised to move from a DB to DC scheme.
Read more ...New pension transfers qualification as FCA tightens rules
- Friday, 14 July 2017
- Articles

The Chartered Insurance Institute is preparing the launch of a new pension transfers qualification following FCA plans to tighten the advice requirements for the transfer of safeguarded benefits.
Read more ...Freedoms need ‘flashing warning lights’ after MPAA cut
- Friday, 14 July 2017
- Articles

The freedom to withdraw pension funds from 55 needs to be accompanied by flashing warning lights, a pensions firm director says, after the cut to the Money Purchase Annual Allowance was sealed.
Read more ...AJ Bell recruits technical guru who 'locked horns' with CEO
- Friday, 14 July 2017
- Articles

Platform and Sipp provider AJ Bell has appointed as its new technical director a man who has previously “locked horns” with chief executive Andy Bell over technical issues.
Read more ...Broadway MD gets key role to shape Financial Planning strategy
- Thursday, 13 July 2017
- Articles

Broadway Financial Planning’s MD Keri Carter has been handed a leading role in shaping the CISI’s Financial Planning strategy.
Read more ...CISI Financial Planning head Campbell Edgar retires
- Thursday, 13 July 2017
- Articles

The CISI has revealed that its head of Financial Planning, Campbell Edgar, is to retire soon.
Read more ...CISI global award winners jet to London for work experience
- Thursday, 13 July 2017
- Articles

The winners of the first CISI Global Education Trust Awards have been flown to London for a week’s work experience.
Read more ...3,600 pay outs for wrong 'risky' Sipp advice cost £105m
- Thursday, 13 July 2017
- Articles

Nearly 3,600 consumers have been compensated for wrongly being advised to switch savings into ‘risky’ assets within SIPPs – at a cost of £105m.
Read more ...Landmark same-sex pensions ruling may cost over £100m
- Thursday, 13 July 2017
- Articles

A landmark Supreme Court ruling on pensions for same-sex partnerships could have wider implications, with consequences running into hundreds of millions of pounds, Ros Altmann believes.
Read more ...Fake death claim mum jailed after pensions firm tip off
- Thursday, 13 July 2017
- Articles

A mother has been jailed after Scottish Widows tipped off fraud police over a £140,000 fake death claim.
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