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News

Investment

Terry Smith confirms Tullett Prebon departure

Tullett Prebon has confirmed it is to replace Terry Smith as CEO once a "well advanced" succession planning process is finalised.

clock 04 June 2014 •

Regulation

Pension and annuity changes at heart of Queen's Speech

Sweeping pension and annuity reforms will be the centrepiece of the Queen's Speech later this morning.

clock 04 June 2014 •

Tax Planning

IHT planning: Why individual trusts work for couples

Married couples can benefit from setting up 'single settlor' trusts rather than joint trusts, writes Eddie O'Gorman.

clock 04 June 2014 •

Investing in the profession

Wellian launches hybrid bespoke-model solution

Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

clock 04 June 2014 •

Regulation

FCA warns consumers on IFA clone

The Financial Conduct Authority (FCA) has warned of a scam operation pretending to be Devon-based advice firm Investment & Financial Solutions Partnership.

clock 04 June 2014 •

Pensions

Five retirement stories you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 03 June 2014 •

Pensions

RP Poll: Pooled pensions

In this week's quick-fire poll we ask: Will pooled pensions lead to poor consumer outcomes?

clock 03 June 2014 •

RDR

FCA unveils RDR charging template following failings

The Financial Conduct Authority (FCA) has published a guide to how it will measure advisers' disclosure efforts against its expectations, after it detected "unacceptable" shortcomings in its latest post-Retail Distribution Review (RDR) work.

clock 03 June 2014 •

Regulation

Compliance service designed for small firms launched

The Consulting Consortium (TCC) has launched a 'bespoke' compliance support service for small financial advice firms.

clock 03 June 2014 •

Protection

Zurich: SMEs 'taking a gamble' without key person cover

Almost two thirds of small and medium sized enterprises (SMEs) are at risk of a "severe impact" on their business by having no protection insurance for their owners and key employees, Zurich has warned.

clock 03 June 2014 •
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