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Author profile

Rachel Dalton

Articles by Rachel Dalton

uncategorised

PFS Conf: Webb mulls multi-pension consolidation plan

Pensions minister Steve Webb has hinted at the potential development of a national transfer system to help consolidate small pension pots.

clock 10 November 2011 •

RDR

Adviser charging: FSA proposes new guidance on provider facilitation

The Financial Services Authority (FSA) has proposed new guidance outlining how product providers can facilitate the payment of adviser and consultancy charges to intermediaries.

clock 10 November 2011 •

Your profession

Being the fall guy: Is liability for loss a sales aid?

Is shouldering some of the liability for loss when giving advice really something to tell clients?

clock 10 November 2011 •

uncategorised

Putting a price on your clients' minds

Professional Adviser's Rachel Dalton looks at four key issues for advisers to consider when clients want to invest in intellectual property via a SIPP.

clock 10 November 2011 •

uncategorised

B&CE launches super trust pension with no admin charge

B&CE has launched a super trust pension with no administration charge in preparation for auto-enrolment.

clock 09 November 2011 •

Your profession

Today's papers: Greek govt decision imminent

Take a look at our round-up of today's top stories from the nationals.

clock 09 November 2011 •

Regulation

FSA bans adviser for paperwork failure

The Financial Services Authority (FSA) has cancelled the permissions of adviser Tracey McFadden for failing to turn in paperwork.

clock 09 November 2011 •

Offshore Investment

IoM embarks on IFA charm offensive in bid for British pensions

The Isle of Man (IoM) is launching an international publicity campaign to encourage British expats to domicile their pensions in its jurisdiction.

clock 08 November 2011 •

TCF

FSA targets inflation-adjusted point-of-sale info for pensions

The regulator has said it will consult on developing inflation-adjusted point-of-sale illustrations for personal pensions.

clock 08 November 2011 •

Employee Benefits

Aegon to close final salary scheme for staff

Aegon has announced it will close its defined benefit (DB) pension scheme to future accrual for its employees from April 2013.

clock 08 November 2011 •
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