Snow bound a couple of weeks ago, I set to musing about the FSA's paper on pension switching advice and the recently issued suitability assessment template.
Looking at the failings identified, I wondered whether they were predictable or whether we should be shocked at the basic nature of errors seemingly made by some advisers. On balance, I came down on the...
Total retail inflows double the 2018 figure
More than 8,000 investment fraud reports have been made so far this year, more than double the amount in the same period last year, a Freedom of Information request has revealed.
Likely to fall again before year end
To protect the interests of clients and shareholders
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CETV could be delayed too
4% said ESG mattered "a lot"
Costly DB scheme regulations can result in abuses of equitable relations among stakeholders, say Iain Clacher and Con Keating.
Enhances portfolio valuations