Top adviser threats for 2019
Brexit takes the top spot for UK IFAs, but what else is keeping them up at night?
Aegon
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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
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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’
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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
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Almost half of UK investors avoiding risk ‘at all costs’
Aegon study of 2000 UK adults finds “reckless caution” is the biggest risk
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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)
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US equities take top spot in advisers’ 2019 predictions
Aegon surveyed UK financial advisers on their investment thoughts for the next 12 months
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UK regulator shelves contingent charging ban for DB pensions
Industry split as contingent charging likened to commission
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Northern financial advisers braver about Brexit
Twice as many IFAs in south of England expect cash to be the worst performing asset over the next 12 months
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Faulty Aegon investment models see investors get $97m refund
Work by an inexperienced junior analyst contained errors and ‘didn’t work as promised’
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Aegon to sell two businesses to Dutch rival
The deal will see NN Group pay €155m
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PEOPLE MOVES: Holborn, Carrick Wealth, Vanguard
Holborn Assets Hong Kong names its chief executive, Carrick Wealth appoints an acquisitions director who comes by way of the UK, Singapore and Dubai, while Vanguard bolsters its ETF Capital Markets team in Europe.