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Regulation

Income

Probability and the 4% rule: How to ensure your clients retire 'safely'

Probability and the 4% rule: How to ensure your clients retire 'safely'

clock 18 February 2015 •

Regulation

Fund managers' pay could surpass investment bankers' by 2016

A report by think-tank New Financial has suggested fund manager pay may overtake that of investment bankers by 2016, following a sharp rise since the financial crisis.

clock 17 February 2015 •

Pensions

Savers face 'complaints gap' on pensions guidance

Retirees will have little comeback if they receive poor guidance outside of the Treasury's Pension Wise service, lawyers have warned.

clock 17 February 2015 •

Regulation

Labour vows tax planning review

Labour will carry out a comprehensive review of tax planning schemes, including the use of deeds of variation on wills, should the party get to power following the general elections, shadow chancellor Ed Balls has said.

clock 16 February 2015 •

Regulation

FCA's Percival: Avoid template objectives in suitability reports

Advisers and paraplanners should avoid using suitability reports pre-filled with templated objectives, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.

clock 11 February 2015 •

Your profession

Consolidator Attivo Group acquires 200-client IFA

Adviser firm consolidator Attivo Group has acquired Reading-based IFA Sanderson Financial Consulting for an undisclosed sum - the first of what it hopes will be 12 purchases in 2015.

clock 10 February 2015 •

Regulation

'Well I guess it worked for SJP': David Ferguson on Standard Life's move into advice

David Ferguson on Standard Life's move into advice

clock 06 February 2015 •

Regulation

IFA, Goldman Sachs and Lloyds to head FCA's industry lobby panels

An IFA and the directors of banking giants Goldman Sachs and Lloyds will head up the panels that raise the industry's voice on policy making to the ear of the regulator.

clock 06 February 2015 •

Regulation

FSCS unveils eight-strong legal panel in £12m contracts

The Financial Services Compensation Scheme (FSCS) has appointed eight law firms to form a new in-house panel, which it expects to manage the majority of its legal advice and representation.

clock 05 February 2015 •

Regulation

John Porteous: The unavoidable challenges facing simplified advice

The unavoidable challenges facing simplified advice

clock 05 February 2015 •
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