This week research from Dunstan Thomas provided a stark warning about the future prosperity of what are known as Generation X. Those are men and women aged between 40 and 55. The research shows that Generation X are simply not saving enough for their retirement. 29% have never paid more than the absolute minimum into […]
Every week we make sure that we keep up to date with the latest industry news from a variety of sources including online notifications, Money Marketing, Professional Adviser and Financial Adviser publications. A lot of the news is really only of interest to us as financial advisers, but sometimes its worth updating some stories which […]
Christina and Phil were delighted to be able to present Pendle side Hospice with a cheque for £2,933 on behalf of Burnley Golf Club. The money was raised during Christina and Phil’s year as Captains last year through a series of events including the well supported Hospice Competition Day which includes a fun evening with […]
The FCA has finally announced that the long-anticipated ban on contingent charging by advisers will come into force on 1st October. Contingent charging is the process where advisers only charge for their services if they recommend that their client proceeds with their advice – for example to transfer their pension. (this is the area of […]
The FCA has published more details about pension transfer advice and in particular specialist advice on defined benefit (final salary) pension transfers. Defined benefit transfers have been under scrutiny since “allegations” of poor advice surfaced around advice given to members of the British Steel Pension Scheme after pension freedoms came into force in 2015. Since […]
The FCA have just released the latest data on customer complaints in financial services for 2019. Once again Financial Advisers were at the bottom of the complaints league table. Out of a total of over 128,000 complaints about companies, only 1020 were about investments and 1745 about pensions – that’s only 1.36%. The majority of […]
Read More… from Latest data on customer complaints from the FCA.
Awards and Accreditations
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