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Weekly Updates

John Lappin

Our Industry Commentator with his top news links each week.

FCA and Treasury finally working on rules for sustainability and suitability

The FCA and Treasury are to explore suitability and sustainability rules for advisers.

A key aim will be "to ensure advisers take sustainability matters into account in their investment advice and understand investors’ sustainability preferences to ensure the advice is suitable".

The proposals are subject to further consideration and cost-benefit analysis and will be consulted on separately to the proposals for the wider financial market.

It will likely bring the UK into line with similar plans for advisers in Europe. Some experts had been wondering why there had been a long delay though likely the UK government was considering its post Brexit strategy for retail financial services amid various controversies and disagreements.

Advisers will clearly not want regulations which are too onerous. But the Treasury wants to direct savings and investments to green and sustainable solutions. There is a potential for some conflict is the details are not correct.

Elsewhere, HMRC is to write nudge letters to crypto investors

The letters are being sent out to encourage investors to ensure they have paid the correct amount of income and capital gains tax on crypto holdings.

The UK has launched new green savings bonds. The bonds are now on sale for three months at least with an investment range of £100 to £100,000 per person.

Andrew Megson executive chairman of  My Pension Expert looks at what financial planners should expect from this week's Budget.

Trevor Greetham, head of multi-asset at Royal London Asset Management, looks at a bumpy transition for the economic recovery.

For the latest episode of Citywire’s US podcast Mistakes Were Made, they are joined by Nobel Prize-winning economist Dr Richard Thaler and portfolio manager David Potter.

Auto-enrolment is declared the greatest success for nudge ideas.

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