News

News

  • Clients accessing flexi-access income have a legal obligation - or face HMRC fine - to alert other schemes of drawdown
    Pension News
  • Cold Calling ban from The Informatoin Commissioner leads to problems for IFAs purchasing leads
    IFA news
  • The FT published a number on Saturday 22nd July 2017 - £100 million.   This is the amount that pensions administrator JLT are paying out in transfer values every month for the schemes it looks after.  
    Pension News
  • On 17 July 2017, the FCA published the terms of reference of a market study into the investment platform market (MS17/1.1).
    FCA news
  • One reason why the EEA project is doomed is the bureaucracy. The volume of paperwork required to passport is a good example. The Single European Act signed in 1992 by Mrs Thatcher was designed to create a single market for EU goods and services.
    IFA news
  • Maximum income withdrawal from Pension funds (drawdown) is determined by HMRC Government Actuarial Department and, as we all know, use a factor based on age and 15 year Gilt Rates.
    IFA news
  • The most amazing part of being an IFA is dealing with clients. They are so wonderful to deal with and so tolerant and willing and trusting and it provides tremendous job satisfaction.
    IFA news
  • Moneysupermarket.com is a well known price comparison website with a slick marketing campaign. Or rather, not quite so slick as we thought. The company sent 7.1 million emails over 10 days at the end of last year. But they got the wrong list. In fact they later discovered the list was all those who had previously opted out of direct marketing!
    IFA news
  • Backlash looming due to the over-regulation of pensions    Years of tough pension regulation has led to a catastrophic breakdown in trust between the pension industry and customers.
    FCA news
  • Jamie Symington, Director of Investigations at the Financial Conduct Authority (FCA), addressed the Legal Week Banking Litigation and Regulation Forum in June 2017.
    CCL news

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