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News

Pensions

Trustee rights 'should trump member transfer requests' in pension liberation fight

Trustee due diligence should be prioritised over member transfer rights in order to stamp out pension liberation, according to the head of the Pension Liberation Industry Group.

clock 25 April 2014 •

Regulation

Three quarters of IFAs determined to stay independent - survey

Around three quarters of IFAs plan to stay independent despite a tougher stance from the regulator on the definition of independent advice, according to an industry survey.

clock 24 April 2014 •

Your profession

Lighthouse CEO Streatfield: Young clients hold the key to a firm's value

Advisers who embrace young clients despite their lack of wealth are building the foundation for a more valuable business, Lighthouse chief executive Malcom Streatfield has said.

clock 24 April 2014 •

Regulation

FCA concerned about compliance 'for the sake of it'

Compliance which adds little to the client experience except an extra layer of cost is on the regulator's radar as an area of concern it is investigating, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.

clock 24 April 2014 •

Income

Scottish Widows video: Life feels better with a plan

Retirement Planner editor Helen Morrissey spoke to Scottish Widows' Ronnie Taylor and Richard Jones about retirement planning

clock 24 April 2014 •

Your profession

Lloyds hires Ex-Pru CEO as Scottish Widows chair

Former Prudential chief executive Nick Prettejohn has joined Lloyds Banking Group as a non-executive director and chairman of Scottish Widows.

clock 24 April 2014 •

Investment

Henderson Q1 inflows hit £3bn as turnaround continues

Henderson Global Investors has reported net inflows of £3bn in Q1 2014 as it continues to enjoy a turnaround in the fortunes of its retail business.

clock 24 April 2014 •

Investment

S&P: Independent Scotland could face 'Icelandic' banking crisis

Scotland's banking sector could suffer an Icelandic-style crisis if the vote for independence is approved, Standard & Poor's has warned.

clock 24 April 2014 •

Equities

Buxton and Matthews lag peers after difficult six months

Richard Buxton and Philip Matthews have both slipped into the bottom quartile of the UK All Companies sector on a six-month view following their moves to Old Mutual and Schroders respectively.

clock 23 April 2014 • 2 min read

Your profession

SimplyBiz acquires estate planning and will writing business

Adviser support services group SimplyBiz has acquired estate planning and will writing business APS Legal & Associates and its subsidiaries Simply Legal & Associates and Assured Probate Services.

clock 23 April 2014 •
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