60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
Retirement
-
-
FSCS declares Birmingham-based firm in default over pension advice
The firm is in liquidation
-
Advisers more optimistic than non-advised investors about rise of stock market
Highlighting a confidence gap
-
Advice proposals are ‘progressive change’ – Industry reacts to FCA announcement
Which seeks to help more people make informed investment and pension decisions
-
35% of employees worried they won’t be able to afford to retire
With the pandemic fueling greater insecurity
-
UK firm fails relating to SIPPs
As it waits for its authorisation by the FCA to be cancelled
-
Women not concerned about gender of their financial adviser
As advisers aim to better understand the role of women amid the great wealth transfer
-
STEP launches GRP to tackle financial abuse
Acting as a template for a lasting power of attorney
-
FCA bans two advisers for poor BSPS advice
Resulting in £9,769,550 of pension funds being transferred to riskier defined contribution schemes.
-
FCA to consult on VFM framework for DC workplace pensions
With the regulator suggesting pension savers need to be confident that their scheme delivers value
-
Autumn Statement 2023: LTA abolition still set for April
Comments released today revealed a change in the plan is not on the table
-
Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor
As rumours circulated of potential cuts to the increasingly complex tax