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Retirement

Regulation

Adviser caught out as FOS rules 'advice' unsuitable on exec-only sale

A presentation given by an IFA at a ‘money club' is set to cost the firm £45,000 in compensation after the Financial Ombudsman Service (FOS) ruled its slide show strayed into advice.

clock 10 February 2015 •

Regulation

Network and nine advice firms declared in default

The Financial Services Compensation Scheme (FSCS) has declared one former network and nine other advice firms in default.

clock 27 January 2015 •

Investment

With markets like this, what's an investment adviser to do?

With markets like these, what's an investment adviser to do?

clock 26 January 2015 •

Pensions

Savers could face 50% pension shortfall after financial crisis

A fifth of UK workers are facing a significant shortfall in their retirement incomes as a result of the 2008 economic crash, according to HSBC research.

clock 19 January 2015 •

Income

Popular pensioner bonds in record £1.1bn opening sales

The government's new bonds for the over 65s have seen the biggest opening sales of any retail financial product in Britain's modern history, after more than 110,000 customers invested in the products, National Savings & Investments (NS&I) has said.

clock 18 January 2015 •

Investment

NS&I criticised as pensioner bond demand crashes website

National Savings & Investments (NS&I) has been accused of underpreparing for the launch of its pensioner bonds after its website temporarily crashed shortly after they went on sale.

clock 15 January 2015 •

Offshore Investment

Canada Life Q&A: Offshore bonds - retirement and estate planning

clock 12 January 2015 •

Income

Retirement Planner launches retirement breakfast briefing series

Retirement Planner has launched of a series of breakfast briefings aimed at advisers operating in the retirement planning space.

clock 09 January 2015 •

Income

Debt and luxury items trump retirement saving in 2015 - research

A quarter of consumers plan to make paying down their debt a priority in the coming year, research by a financial services firm has found.

clock 08 January 2015 •

Regulation

Tech provider lobbies FCA for review of stochastic modelling

A financial planning tools provider has written to the Financial Conduct Authority (FCA) requesting it look into the appropriateness of stochastic models currently used by advisers amid concerns over their quality.

clock 02 December 2014 •
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