10/26/2018
DFM and Sipp provider enters administration
The sale is for an undisclosed sum but Hartley has taken on 1600 Sipps, 160 SSAS and almost £500m assets under management onto its books, the firm tells Money Marketing.
Pensions
10/25/2018
Pressure grows on govt over dashboard data
But Adrian Boulding, director of policy at Now: Pensions, said without legislation it will be impossible to get information on all occupational pensions on the dashboard.
10/25/2018
Companies in favour of pension rule change
The survey also found that the incidence of members’ transfer requests from defined benefit schemes was 6 points down on last year’s figure
10/24/2018
Quilter sees pension transfer inflows halve
The current market turbulence and political uncertainty having rattled the confidence of many
10/24/2018
Women have one fifth of men's pension wealth
The research shows women today are living longer, are better educated and have greater access to career opportunities.
10/23/2018
A wake-up call for pension funds
The economic losses caused by climate-related disasters have soared by about two and a half times in the last 20 years, totalling over £2trn in losses mostly from extreme weather.
10/23/2018
Personal pensions trump Isas for retirement saving
Almost one third (30 per cent) of advisers said their clients used company pension plans, while 19 per cent said they would use a stocks and shares Isa for their clients' retirement savings.
10/22/2018
Ifo survey: German economists take sceptical view of pension policy
The course of action that most of the economists surveyed would recommend to politicians to finance the statutory pension in the long term is to raise the retirement age (38 percent).
10/19/2018
Tilney defends £100 Best Sipp admin fee
Wealth manager Tilney has slapped a £100 annual administration fee on the self-invested personal pension offered to private investors through its Bestinvest online platform.
10/12/2018
Government rules out flat-rate pension tax relief
Government responds to Treasury Committee’s Household Finances Report
10/11/2018
Schroders targets DC default market with sustainable factor-based launch
Companies in sectors such as tobacco, gambling and weapons manufacturing were excluded, but the company emphasised that exclusion and divestment were not a primary feature of the strategy.
10/08/2018
National Advice Firm Believes FCA Bank on Free Informal 'Triage' Advice is in Consumer Interest
“Guidance can be delivered for a few hundred pounds; we have done so for thousands of pension scheme members or for over 50’s obtained free this from Pension Wise.”
10/08/2018
Punter Southall acquires Chartered Financial Planner
We are delighted to have completed the acquisition of JDP Financial Services
10/08/2018
L&G to focus on supporting brokers in retirement lending space
Legal & General Home Finance recently appointed Marie Catch as head of mortgage broker sales.
10/05/2018
LEBC Supports FCA Ban on Triage for DB Transfers
Such guidance can be delivered at an economic cost and give the consumer useful insight into all the things they need to consider before paying for full advice.
10/04/2018
FCA confirms final rules on improving the quality of pension transfer advice
The Financial Conduct Authority (FCA) has today published feedback and final rules and guidance from its consultation on improving the quality of pension transfer advice.
10/04/2018
FCA pledges more work on contingent charging
It will not act to ban the practice for now
10/03/2018
Robo-adviser offers pension switching
The robo-adviser, which was launched in the UK a year ago and has £2bn under management globally, previously only provided investment pots such as Isas.
10/02/2018
Novia overhauls pension transfer service
It was built by the in-house Novia team and externally reviewed and validated by financial services technology firm Dunstan Thomas.
10/02/2018
Advisers call for end of 'complex' lifetime allowance
Advisers said the government should consider scrapping the lifetime allowance to encourage people to save for their retirement.