Retirement
Tax planning
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,...
11 December 2015
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Regulation
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.
11 December 2015
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Your profession
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.
10 December 2015
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Regulation
The Treasury wants to make advice mandatory for sales of annuities on the secondary market, it has said in a statement today.
09 December 2015
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Your profession
In his last column of the year, Graham Bentley rails against what he sees as the corruption of sound academic theories by the industry in a bid to shift more products...
04 December 2015
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Pensions
The number of people transferring out of defined benefit (DB) pension schemes each month has doubled over the last year, according to figures from Xafinity.
03 December 2015
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