According to a recent survey od adviser opinions by Coredata, which was undertaken in September 21, the answer seems to be – yes. Or at least the view is hardening that Self Invested Personal Pensions should be more tightly regulated by the FCA. The adviser survey asked a number of questions about the control of […]
The Complaints Commissioner has formally criticised the FCA (reported 17th February) for the format and condition of its online register (of firms and Independent Financial Advisors), following its investigation into the London and Capital Finance )LCF) mini bond mis-selling scandal. Up to 14,000 customers lost over £230 million under the scheme back in 2018. The […]
Here’s a selection of the latest news stories from February: St James Place has announced a shake-up of its brand. It will be dropping its Wealth Management moniker in favour of a simplified SJP approach. This is the first re-brand for over 20 years since it changed its name from Rothschild to St James Place. […]
Industry knees always start knocking at this time of year, when Bestinvest announce their latest fund performance analysis which leads to their well-established “Dog Funds” chart. To qualify for inclusion a fund has to have underperformed against the market for three consecutive years and also to have underperformed by 5% or more over that period. […]
The government has just set out its new timescales for the Pensions Dashboard (31st January 2022). First announced in 2016 with a proposed launch date of 2019, its now planned to be onstream by 2024. According to the announcement, pension schemes will be required to provide details to the dashboard in stages. State pension details […]
The furore about the miselling of British Steel Pensions continues to blaze especially in the financial press. The Financial Conduct Authority has taken the matter very seriously and has put ever increasing regulatory burdens on firms like ours who continue to provide final salary pension transfer advice. To the extent that there are now just […]
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