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News

Pensions

National IFA attacks Lib Dem 'anti-savings agenda'

National IFA LEBC has attacked the Liberal Democrats' leader Nick Clegg's recently outlined future tax proposals, saying they amount to an "anti-savings agenda".

clock 09 October 2014 •

Your profession

Restricted firm says new joiners mostly IFAs

The debate about whether changes made to financial intermediation following the Retail Distribution Review (RDR) would herald a shift towards 'restricted' advice may have been settled, according to the experiences of one national business.

clock 09 October 2014 •

Your profession

IFP CEO: 'I don't think advice has worked'

Chief executive of the Institute of Financial Planning (IFP) Steve Gazzard has hit out at the advice sector, saying it "hasn't worked", and that financial planning is much more important than advice.

clock 09 October 2014 •

Pensions

Scottish Widows launches dedicated post-Budget pensions options site

Scottish Widows has launched a website dedicated to helping people understand their retirement options post-April 2015 in light of the Budget changes.

clock 09 October 2014 •

Regulation

TPAS 'not convinced' pensions education is the solution

The pensions industry should not "bank on education" as the key to ensuring individuals save sufficiently for their retirement, The Pensions Advisory Service (TPAS) warns.

clock 08 October 2014 •

Regulation

FCA data shows advice firm numbers static despite RDR

Figures published by the Financial Conduct Authority (FCA) show the number of authorised investment advice firms has roughly stayed the same over the last eight years.

clock 08 October 2014 •

Investment

Ex-Barclays Wealth chief Horrell to head Fidelity UK business

Fidelity Worldwide Investment has appointed Barclays Wealth boss Peter Horrell as managing director of its UK business.

clock 08 October 2014 •

Your profession

Origen losses deepen to £5.6m after claim settlements

Aegon-owned national adviser Origen doubled its pre-tax losses to £5.6m in 2013 after settling historic claims and investing in its workplace solutions arm, the firm's accounts have shown.

clock 08 October 2014 •

Equities

Liontrust assets to top £4bn after income mandate win

Liontrust's assets under management are to climb above £4bn imminently after the group won a £320m UK equity income mandate.

clock 08 October 2014 •

Investment

FSCS levy and simplified advice in focus as WMA launches strategic review

The Wealth Management Association (WMA) has announced a strategic review to improve its services to members.

clock 08 October 2014 •
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