How should risk tolerance assessments differ between accumulation and decumulation?
Oxford Risk’s Greg Davies digs into the key issues
FCA
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
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Financial services sector leaders warn against FCA’s proposal to publicise enforcement investigations
Investment Association, UK Finance, PIMFA among others to sign letter to Jeremy Hunt against proposal
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Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October
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Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Will the FCA’s response to Link failures change the role of ACDs?
TTF challenges regulator’s claim its Weif enforcement action will raise industry standards among ACDs
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FCA to take action against Neil Woodford and WIM
Also found Link Fund Solutions failed to act with due skill, care and diligence in its management of the Woodford Equity Income Fund
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FCA plans to overhaul how asset managers pay for investment research
‘Bundling’ of payments for third-party research could level the playing field for smaller asset managers
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Retirement income advice – easier said than done
BNY Mellon’s Richard Parkin breaks down the FCA’s recent thematic review of retirement advice