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.
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.
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.
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.
Retirement Planner editor Helen Morrissey spoke to Scottish Widows' Ronnie Taylor and Richard Jones about retirement planning
Former Prudential chief executive Nick Prettejohn has joined Lloyds Banking Group as a non-executive director and chairman of Scottish Widows.
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.
Scotland's banking sector could suffer an Icelandic-style crisis if the vote for independence is approved, Standard & Poor's has warned.
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.
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.