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’
regulation
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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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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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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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Woodford investors to press ahead with claim against Hargreaves Lansdown
RGL Management are preparing a second claim against the platform
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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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Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty
Must move away from a product-specific focus
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We need more advocates for financial advice
Morningstar Wealth’s Mark Sanderson argues the industry needs to do more to champion the impact of good advice
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FCA increases spending and aims to bolster UK stockmarket in 2024/25 business plans
Will increase its workforce to 5,000 staff members by the end of March 2024
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FCA planning to announce investigations and speed them up
Decisions would be taken on a case-by-case basis