[email protected]
Weekly Updates
Our Industry Commentator with his top news links each week.
Featured
27 January 2019
Will a new report see a shake up in the regulation of pension transfers?
20 January 2019
This seems quite an under-reported story – Schroders has called for a second referendum reports Corporate Adviser to break the pollical impasse. Its view is partly informed by the fact that a soft Brexit is unlikely given the current Parliamentary make-up.
14 January 2019
Hargreaves Lansdown has rebranded the Wealth 150 as the Wealth 50 given the smaller number of funds on the list – now at 61 - and has secured more discounts. Yet as Citywire reports comments from chief executive Chris Hill saying the firm is cheaper than premium pricing IFAs may raise a few eyebrows and no doubt spark a social media debate.
06 January 2019
We begin the New Year with old news, but old news that may well interest advisers as they despair of the bad apples ever being driven from the industry.
16 December 2018
Baroness Altmann hits out at net pay pension arrangements for seriously disadvantaging the working poor who are paying into pensions. She says the government must act swiftly to end this situation and says a million low paid workers who are mostly women are losing out.
10 December 2018
Industry veteran Danby Bloch has warned advisers that the provision of financial advice has become a much more risky business.
02 December 2018
WASPI has won its bid to have changes to the state pension age judicially reviewed. Cue a great deal of debate about the implications of anything resembling a victory. This is, of course, merely a step on the way but not an insignificant one. In general, adviser opinion is hostile to a blanket reinstatement given, among other things, the implications for the public finances.
25 November 2018
Brexit has not been far from the front pages, but not often in big debate about advisers. The PFS’s chief executive Keith Richards says it has come at a terrible time for financial advisers because it has distracted civil servants from the Financial Advice Market Review. This might have delivered significant changes but it may not when driven by the FCA alone. Much of this is because the Treasury remain distracted by Brexit.
18 November 2018
Could this prove to be a hugely important development in getting people to think about their pension savings?
11 November 2018
One of the most interesting debates within financial advice is whether the FCA reforms around transfers are fit for purpose.
04 November 2018
It feels as if the advice sector and the the Sipp sector is to be dogged by problems till kingdom come. Alongside issues with transfers, unregulated collective investment schemes continue to arrive before the FOS. It looks like some of the judgments now have legal backing and some might argue finally – properly FCA attention.
28 October 2018
Are we soon to live in a land of the advice giants and will the smaller adviser firms be happy about it?
21 October 2018
Big changes are planned at the FOS but it may be bad news for smaller IFAs.
14 October 2018
Advisers are finally getting to see what the Brexit regulatory regime looks like and, for now, the bad news is that it doesn’t look that different. There are certainly no MiFID or PROD concessions.
07 October 2018
The FCA has decided not to ban contingent charging on DB schemes meriting, among other things, a Money Box debate on the issue. But there are other parts to the paper
30 September 2018
It looks like the gradual clampdown on pension allownances is bringing more money into government coffers.
Please leave the above box empty.
Find out more about our weekly bulletins here. You can unsubscribe from our communications at any time.
We’ll only use your data in compliance with GDPR. Our full policy can be found here.
