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Regulation

Income

BlackRock client busts second line of defence with £300k pension withdrawal

A BlackRock defined contribution (DC) saver has used pensions freedom to cash in a £300,000 pot despite warnings he would be hit by the 45% additional tax rate.

clock 10 August 2015 •

Investment

Three things clients may call you about this week...

Our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

clock 10 August 2015 •

Pensions

Pension fraud 'increasingly linked' to investment scams

Fraudsters targeting pension pots in the wake of freedom and choice reforms are increasingly linking their efforts to investment scams such as fine wines and overseas property, Citizens Advice has warned.

clock 07 August 2015 •

Regulation

Ask insistent clients to put it in writing, advisers urged

Clients insisting on going against their adviser's recommendations should be asked to put their instructions in writing to show they are aware of the risks, a compliance officer at support services provider SimplyBiz has suggested.

clock 06 August 2015 •

Income

Blog: Guaranteed retirement income is more than a pay cheque

Guaranteed retirement income is more than a pay cheque

clock 06 August 2015 •

Pensions

Is an ex-investment banker now the most influential person in pensions?

Is an ex-banker now the most influential person in pensions?

clock 04 August 2015 •

Regulation

Call for 'safe harbour' for advisers as rules reviewed

The introduction of ‘safe harbour' legislation for financial advisers would be a welcome step towards rebalancing liability between advisers and clients, according to one stakeholder, after the government announced a major review looking at how advice...

clock 04 August 2015 •

Your profession

Five views from an advice gap pioneer on the state of the market

Alastair Rush picks the areas he thinks the government's advice review should focus on...

clock 03 August 2015 •

Regulation

Millions of 'disenfranchised' savers could benefit from advice review

Millions of "totally disenfranchised" savers could return to financial advice as a result of the government's wide-scale review, adviser Keith Churchouse has said.

clock 03 August 2015 •

Regulation

Major review of financial advice market launched

A major review into consumer access to the financial advice market has been launched by HM Treasury and the Financial Conduct Authority (FCA).

clock 03 August 2015 •
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