Advice firms interpret cost disclosure rules ‘inconsistently’
The UK’s financial watchdog has reviewed wealth managers’ performance on disclosure requirements
Aegon
-
-
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
-
Market volatility making 21% of UK investors seek advice
Aegon’s survey also found 69% not planning to take action with their investments despite uncertainty
-
Fraud centre reveals ‘shocking’ £197m losses for victims
Chameleon-like scammers are ‘adept at changing to present themselves as the genuine article’
-
Top adviser threats for 2019
Brexit takes the top spot for UK IFAs, but what else is keeping them up at night?
-
OMI’s Denton warns of pension transfer specialist decline
High cost and lack of availability of PI cover, more Sipp complaints and FCA scrutiny are big factors
-
Around one in three Brits not in control of finances
Study shows ‘worrying picture of the UK’s financial health’ and people’s ‘ability to manage money’
-
Pension cold calling ban is ‘only part of the solution’
UK companies may face fines of up to £500,000 but overseas firms are exempt from the ban
-
Almost half of UK investors avoiding risk ‘at all costs’
Aegon study of 2000 UK adults finds “reckless caution” is the biggest risk
-
What impact will senior manager changes have on insurers?
All dual-regulated insurance firms now fall under the UK’s Senior Managers and Certification Regime (SMCR)
-
US equities take top spot in advisers’ 2019 predictions
Aegon surveyed UK financial advisers on their investment thoughts for the next 12 months
-
UK regulator shelves contingent charging ban for DB pensions
Industry split as contingent charging likened to commission