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Retirement

TCF

FSA brings TCF tests forward to January

All firms will be tested on the principles of treating customers fairly (TCF) from January 2009 as the FSA accelerates its implementation programme.

clock 12 November 2008 •

Investment

Bring the noise

I heard a cultural commentator say that Heavy Metal had fallen from grace as you don't hear it on the radio any more. But it is still there, and has a popular, dedicated following, as what you see is what you get. No need to reinvent itself.

clock 12 November 2008 •

Investment

Pension transfer delay 'bigger issue' than re-registration

Transact is lobbying the FSA "quietly behind the scenes" in a bid to reduce pension transfer delays, an issue it labels as more important to IFAs than re-registration.

clock 11 November 2008 •

Protection

Simplified Life Insurance

Simplified Life Insurance is a straightforward life insurance product from Norwich Union, which offers a choice of level or decreasing life cover with no options:

clock 11 November 2008 •

Investment

NU faces £11m compensation bill

Norwich Union (NU) will have to pay £11m in compensation after the firm was found to be overcharging stakeholder pension customers.

clock 10 November 2008 •

Investment

Third Way guide launched for advisers

Advisers need more information and education to confidently explain and recommend Third Way retirement income plans to clients, according to Rayner Spencer Mills.

clock 10 November 2008 •

Income

Clients want guarantees-IFAs

Guarantees on income and capital are becoming increasingly important to investors in a turbulent market, an IFA study suggests.

clock 10 November 2008 •

Investment

Just Retirement shares up 50% on takeover talk

Just Retirement shares have soared over 50% this morning after the company confirmed it is in preliminary talks over a potential offer.

clock 10 November 2008 •

Investment

Retirement Plus: equity release could ease pension shortfalls

Equity release provider Retirement Plus has claimed that assets locked in property could offer a lifeline to people whose pension savings have been hit by stock market falls and inflation.

clock 07 November 2008 •

Pensions

AXA Winterthur proposition launches SIPP

New investment proposition AXA Winterthur Wealth Management (AWWM) has launched its maiden product - a SIPP.

clock 07 November 2008 •
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