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Retirement

Regulation

FOS finds against Towry in trivial commutation ruling

Towry has been ordered to pay compensation plus £250 for causing distress to a retiree after the Financial Ombudsman Service (FOS) ruled one of its advisers gave unsuitable advice by failing to inform her of a change in pension legislation affecting small...

clock 05 September 2014 •

Regulation

TPAS reveals five-step retirement 'guidance' process

The Pensions Advisory Service (TPAS) - one of the bodies tasked by the government with delivering free and independent guidance on retirees' options - has outlined its plans for how it would be done.

clock 04 September 2014 •

Regulation

Citizens Advice: Guidance guarantee not a one-off event

The guidance guarantee should be delivered as a process with various touch points not a one-off token conversation, the chief executive of the Citizens Advice Bureau has said.

clock 04 September 2014 •

Pensions

SIPP due diligence: Six new questions to ask

SIPP due diligence: Six new questions to ask

clock 03 September 2014 • 5 min read

Pensions

RP Poll: SIPPs and P2P lending

In this week's quick fire Retirement Planner poll we ask: Should SIPPs go into Peer to Peer lending?

clock 02 September 2014 •

Pensions

RP: Five things you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 02 September 2014 •

Pensions

FOS reviews 'game changer' SIPP ruling after protest

The Financial Ombudsman Service (FOS) is looking again at a decision against self-invested personal pension (SIPP) provider Berkeley Burke that lawyers at the time called a "game changer" for the SIPP market.

clock 02 September 2014 •

Regulation

Prudential tops pension complaints; L&G mortgage gripes up 900%

Prudential has topped the Financial Ombudsman Service's (FOS) list of most complained about pension firms after consumer gripes against the firm were up 2% on the previous half year.

clock 02 September 2014 •

Income

Shoring up the defences: protecting savers' retirement pots

Stephen Lowe takes a look at the recent Budget changes and highlights the need for more customer protection.

clock 01 September 2014 •

Technology

Social media: Are you compliant?

Whether you're a social media star or Luddite, Fiona Murphy outlines the latest FCA rules on making sure your communications do not breach the regulator's new rules.

clock 01 September 2014 •
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