Retirement

Could have to take further exams

Govt gives five million people ability to sell retirement income

Effects on small firms scrutinised

The chief executive of Zurich's UK Life division, Gary Shaughnessy, has been promoted to head the division globally.

Accountancy professional body the Institute of Chartered Accountants in England and Wales (ICAEW) is encouraging accountants to become more involved in financial services to diversify revenue streams - but that should not mean taking clients from advisers,...

Brave new world

The former chief executive of adviser network Financial, Charlie Palmer, is appealing a decision by the Financial Conduct Authority (FCA) to ban and fine him £86,000 for failing to ensure his advisers gave suitable advice.

Who are Generation A?

The Financial Ombudsman Service (FOS) has dismissed a widow's complaint that Aegon mis-sold her late husband an annuity that meant she got next to nothing when he died suddenly.

The Treasury wants to make advice mandatory for sales of annuities on the secondary market, it has said in a statement today.