It is "essential" clients are given prior notification when their fund holdings are converted to post-RDR 'clean' alternatives, but individual consent is not necessary, the Financial Conduct Authority (FCA) has outlined in finalised guidance on bulk transfers...

How I want my financial adviser to express his fees and charges

A weekly heads-up on the key product launches, charging tweaks, people moves and events for advisers...

Wealth manager Towry has agreed a £70m refinancing deal which will reduce its cost of capital and give it cash for acquisitions.

Treasury Committee chairman Andrew Tyrie has described as a "welcome step forward" the details of an independent inquiry into how the Financial Conduct Authority (FCA) allowed market sensitive information about its supervisory work to reach the public...

Was Budget 2014 the UK's 401k moment?

Research business Defaqto has added whole-of-life protection policies to its star ratings service.

Compulsory regulated pensions advice is not required for one segment of the retirement population, and would be too pricey for another, pensions minister Steve Webb said on Wednesday.

In his latest exclusive column, Mark Polson cuts the top off Strawberry Invest...

Consumer group Which? has shelved plans to launch an annuities advice service following the far-reaching changes announced at Budget 2014.