‘I’m hanging my hat on simplified advice’: The future of retirement advice post-2015
Catch up: Five pensions stories you might have missed
A workable and affordable simplified advice framework must urgently be established to ensure ‘ordinary savers' properly benefit from next year's pension freedoms, delegates heard.
Andrea Rozario, chairman of Bower Retirement Services and former director general of the Equity Release Council (ERC), has sounded a call to arms for advisers to get involved in the equity release sector.
Pensions minister Steve Webb and JP Morgan chief market strategist and ex-BBC economics editor Stephanie Flanders have been confirmed as two of the keynote speakers at this year's Personal Finance Society (PFS) national conference.
Provider Scottish Life could exit the auto-enrolment pension market in 2015 as the looming ‘capacity crunch' hits.
Advisers who use a single investment platform for all their business can still be independent and the regulator's stance on the issue has not changed, according to the Financial Conduct Authority (FCA).
It is unlikely clients would understand the label 'restricted whole of market' so advisers should avoid the term, Rory Percival has said.
The winners of this year's Personal Finance Society (PFS) chartered awards were revealed at a gala dinner last night at the ICC in Birmingham.
Better management of investor anxiety during periods of volatility is essential to helping clients maximise the potential of their investments, delegates at the Personal Finance Society (PFS) heard.