04/03/2018

FCA pension transfer tool clampdown claims more scalps

Last Monday (26 March), the regulator published a policy statement on pension transfer advice stating it was now of the view it was "unlikely" providing or accepting free software for transfer value analyses would fall on the right side of induc

02/27/2018

Pension freedoms ‘concern’ Isle of Man providers

There was a “critical lack of transparency” by the Isle of Man’s treasury minister in the lead up to introducing pension freedoms for the island, the chair of the jurisdiction’s association of pension scheme providers told Internat

01/30/2018

Old Mutual Wealth partners with Mobius

The new partnership comes after Old Mutual Wealth announced last November it was closing its institutional investment platform to new business because it is no longer core to its strategy.