PEOPLE MOVES: Momentum Pensions, SFC, Close Brothers AM
Retirement solutions provider CEO to step down as rumoured contender for FCA top job stays in Hong Kong
Aegon
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Sharp drop in number of DB pension transfer advisers
Some 17% said they used to provide advice but have stopped doing so
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Pension freedoms hit £35bn mark on fifth anniversary
‘People have been attracted by the ability to use their pensions like cash machines’
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UK regulator warns savers against DB pension transfers
It will ‘only be in a member’s best interests in the minority of cases’
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Covid-19 shows long-term investment mindset of women
While men seem more worried about how the pandemic may affect their money
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Former chief executive of Aegon Spain dies
Jesús Quintanal passed away on 31 March 2020
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How have British investors reacted to covid-19 volatility?
Over a quarter of 18 to 34-year olds have made a one-off investment due to market conditions
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Aegon’s US life subsidiary settles class action for $88m
Claimants ‘challenged’ increases to monthly deduction rates
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Should DB pension transfers be suspended for six months?
As financial markets continue to struggle with coronavirus
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Inheritance tax untouched by UK chancellor
But budget sees £90,000 increase in tapered annual allowance
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Life insurance giant expands adviser healthcare service
While Frenkel Topping unveils joint venture to provide investment products for personal injury market
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UK pension tax relief reform cannot just be ‘political play’
Industry worried that 20% cut would do ‘more harm than good’