Half of UK adults think investing in property is the method of saving for retirement that makes the most of their money, according to an Office for National Statistics report.
Read more ...FCA plans make DB transfers ‘harder to justify’
- Tuesday, 27 June 2017
- Articles

A proposed shakeup of FCA guidance on DB pensions advice will make transfers ‘harder to justify’ and ‘more demanding’, an adviser firm claims.
Read more ...Dearth of divorce expert advisers for £500m market
- Tuesday, 27 June 2017
- Articles

Financial Planners’ research has shown the divorce and separation market represents a £500m opportunity each year but there are only a handful of specialists to deliver advice.
Read more ...'Weak' fund manager competition: FCA set for final report
- Tuesday, 27 June 2017
- Articles

The FCA is set to deliver its final report on the asset management industry tomorrow after finding price competition is ‘weak’ in parts of the sector.
Read more ...Origo MD Paul Pettitt to retire after 28 years
- Monday, 26 June 2017
- Articles

Paul Pettit, the managing director of adviser fintech firm Origo, is to retire in February after 28 years with the firm and the hunt is on for his replacement.
Read more ...7 in 10 asset firms fail to provide underlying costs
- Monday, 26 June 2017
- Articles

Nearly seven in ten asset manager firms failed to provide the underlying fund costs to a prospective new client in initial discussions, a mystery shopping style probe found.
Read more ...Commercial property wins 14 year asset class comparison
- Monday, 26 June 2017
- Articles

Commercial property has come out on top in a 14 year asset class comparison.
Read more ...Advisers fear large product providers going direct
- Monday, 26 June 2017
- Articles

Financial adviser delegates have identified the biggest threats to their businesses as being large product providers going direct to clients and robo advice.
Read more ...FCA examines clients' grasp of cashflow model outcomes
- Monday, 26 June 2017
- Articles

The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.
Read more ...SJP hires ex-Towry Chartered planner
- Friday, 23 June 2017
- Articles

St. James’s Place has hired a former Towry and Prudential Chartered Financial Planner as head of business for its academy in Manchester.
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