Adviser network Personal Touch Financial Services is requiring advisers who want to give retirement advice post pensions freedom to attain a new retirement-specific top-up exam.
Almost all advisers have received enquiries for retirement advice as a result of the government’s pension freedom reforms, according to latest research by the Association of Professional Financial Advisers (APFA).
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Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".
Compliance expert Aileen Lynch shares her firm's preferred three-step method for dealing with insistent clients...
Pension transfer requests out of defined benefit (DB) schemes doubled post pension freedoms, according to research from one provider.
A persistent lack of awareness among consumers around spotting pension scams and finding financial advice has raised concerns about whether consumer education campaigns are working.
In the second of a two-part series on second-hand annuities, Katie Dawson and Tim Bateman highlight tax issues, the role of advice and suggest it could all end in tears...
Regulatory fees have risen astronomically for some advisers, prompting a handful to raise their charges. Is it time clients were made aware of this 'hidden' cost, and how might this be achieved? We asked three IFAs...
Royal London is to heighten warnings it gives to pensions freedom retirees looking to encash their pots as hundreds of savers withdraw cash with the intention of keeping it in bank accounts.
Closed book consolidator Phoenix Group has appointed a new chairman to succeed former Financial Services Authority chairman Sir Howard Davies.
In the first of a two-part series on second-hand annuities, Tim Bateman and Katie Dawson ask if the proposal is a disaster waiting in the wings...
Professional Adviser's Armchair Critic Brendan Llewellyn wonders whether, against all common consensus, the government should look back to move forward if it wants a nation of financially secure citizens...
Provider Aegon has been accused of poaching dozens of an adviser's clients but the Financial Conduct Authority (FCA) said the provider has broken no rules despite complaints from retirees.
Saving levels could fall significantly if the government implements a tax change to pensions which would see them treated like ISAs, the chief executive of provider Royal London has warned.
As the FCA and government go to war against 'rip-off pension charges', Tony Parker warns 'cost' and 'value' should not be misunderstood...
SSAS scheme administrators must already fit the 'fit and proper' requirements to adhere to HMRC rules. However, as Martin Tilley explains, a hearty dose of prudence should also be their agenda...
The Financial Ombudsman Service (FOS) has upheld a complaint against Sesame about unsuitable annuity advice, but refused to side with the complainant about the redress due.
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