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pensions

Investment

Gov't continues to deny maladministration claims

The government has continued to deny accusations of maladministration in its response to a report by the Public Administration Select Committee.

clock 03 November 2006 •

Investment

Balls confirms Isas to be made permanent

Ed Balls, Economic Secretary to the Treasury, has confirmed Isas will be made permanent and will continue indefinitely past the current deadline of 2010.

clock 02 November 2006 •

Your profession

NEWCOB: IFAs and pensions follow MiFID suitability

The FSA has confirmed packaged products and IFA businesses not officially covered by the Markets in Financial Instruments Directive will fall under its new Conduct of Business rules.

clock 31 October 2006 •

Investment

Does annuitisation still add up?

If the government decides to abolish or alter alternatively secured pensions in the pre-Budget Report, pensioners will be left with no choice but annuities past the age of 75, but are these still a viable proposition?

clock 25 October 2006 •

Investment

Understanding the tone of communications

This week I attended a course on the ‘tone of voice' we should use when communicating with customers. The grumpy old man in me tends to feel that today's younger generation would benefit more from learning grammar and punctuation, but tone of voice refreshers...

clock 24 October 2006 •

Investment

Age discrimination could still hit a third of pensions

Draft amended regulations on how age discrimination will be applied to pensions could affect at least a third of pensions schemes, claims Mercer.

clock 20 October 2006 •

Investment

Another pensioner poverty warning

Another consumer survey suggests despite a desire to save, taxation and other factors mean most people will ultimately end up living in varying degrees of poverty in retirement.

clock 19 October 2006 •

Mortgages

Is it really all Maggie's fault?

Independent think-tank The Policy Exchange yesterday launched a series of essays which all predict in 50 years time Thatcher's children will be worse off than their parents are today.

clock 18 October 2006 •

Investment

FSA cracks down on drawdown from smaller funds

The Financial Services Authority has publicly censured GD Tancred Financial Services for not clearly explaining the risks of income withdrawal to customers with pensions under £100,000.

clock 18 October 2006 •

Investment

'Light touch' regulation is cause of Eq Life crisis

The ‘light touch' regulatory approach by the UK surrounding solvency issues resulted in the Equitable Life crisis, claims an Irish MEP.

clock 16 October 2006 •
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