As much as £530 million is set to be 'wasted' in inheritance tax this year by individuals not placing life protection policies under trust, research has suggested.
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Retirement guidance service standards laid out by FCA
- Monday, 21 July 2014
- Articles
The Financial Conduct Authority has laid out the proposed rules and standards for the guidance service for retirees, arising from the Budget reforms.
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'Guidance guarantee inadequate for complex advice'
- Monday, 21 July 2014
- Articles
A Financial Planning firm has suggested the Money Advice Service and the Pensions Advisory Service may prove inadequate for retirees after the bodies were named today as key providers for the Government's pledge of free, impartial guidance.
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Guidance guarantee: Finance firms to fund and TPAS to oversee
- Monday, 21 July 2014
- Articles
A levy on regulated financial services firms will pay for the Government's pledge of free, impartial retirement guidance, the Treasury confirmed this morning.
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Failings and poor advice found in enhanced transfer values probe
- Monday, 21 July 2014
- Articles
Bad practice, poor advice and other failings have been found by the FCA after investigating financial advice given to people who were offered enhancements to incentivise them to leave their employers' defined benefit pension schemes.
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Financial Planner Online tops 2,000 Twitter Followers
- Friday, 18 July 2014
- Articles
Financial Planner Online has hit a major milestone this week after topping 2,000 Twitter followers.
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Financial Planning firm hands out £600k to staff in bonuses
- Friday, 18 July 2014
- Articles
A west country firm which provides Financial Planning services has handed out £600,000 in staff bonuses following a year of record growth.
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George Kinder hits back at Life Planning critics
- Friday, 18 July 2014
- Articles
Life Planning guru George Kinder has hit back at critics who have suggested that Life Planning is not 'scientific' enough and relies too much on emotional answers.
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Aviva chief exec welcomes business and insurers Bill
- Thursday, 17 July 2014
- Articles
The chief executive of Aviva UK has welcomed the introduction of an Insurance Bill to Parliament today which will update the 100 year-old rules governing contracts between businesses and insurers.
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Pensions body: Auto-enrolment will double DC schemes
- Thursday, 17 July 2014
- Articles
Automatic enrolment could more than double the numbers saving in DC schemes by 2030, according to the Pensions Policy Institute.
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