The FCA has outlined some fund-related failings among asset managers - including unclear product descriptions.
Read more ...Fund related failings found in FCA asset manager review
- Thursday, 07 April 2016
- Articles
Deaths spike in 2015 due to over 75s
- Thursday, 07 April 2016
- Articles
A spike in the number of deaths in England and Wales in 2015 - the highest in a decade - was driven by increased mortality in over 75s.
Read more ...ISA and IHT ignorance shown up in research
- Thursday, 07 April 2016
- Articles
A “fundamental lack of understanding” about inheritance tax has been highlighted by researchers – including the rules surrounding ISAs.
Read more ...Financial Planner’s robo-adviser to create pensions dashboard
- Wednesday, 06 April 2016
- Articles
A Financial Planner’s robo-advice firm has announced it will begin work on creating a digital pensions dashboard.
Read more ...Ex-Octopus boss aims to boost Financial Planning demand
- Wednesday, 06 April 2016
- Articles
A new partially online Financial Planning firm has no direct rivals and is different to robo-advisers, its founder has told Financial Planning Today.
Read more ...Unauthorised firms get chance to test new products
- Wednesday, 06 April 2016
- Articles
A project to allow unauthorised firms to test new products and services by cutting regulatory requirements is to begin imminently.
Read more ...New businesses funded by estimated £400m pension cash
- Wednesday, 06 April 2016
- Articles
Business owners aged over 55 have cashed in around £400million of their pensions to fund new ventures since the freedoms took effect, an asset manager has estimated.
Read more ...Ex-adviser body chief takes over at Investment Association
- Wednesday, 06 April 2016
- Articles
The Investment Association has appointed the former director general of AIFA as chief executive.
Read more ...Insistent client case: FOS rules against pensions firm
- Tuesday, 05 April 2016
- Articles
A pensions firm has been told to compensate an illiterate customer after her complaint was upheld by the Financial Ombudsman Service.
Read more ...IHT receipts jump 70% from five years ago
- Tuesday, 05 April 2016
- Articles
Inheritance tax receipts have jumped by 70% from 2010-11, new analysis has indicated.
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