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Ongoing financial advice and the art of remediation – Simplify Consulting’s Jayne Brown shares her assessment of the FCA’s review
The FCA’s review of ongoing advice practices highlighted areas for improvement. In this article, Jayne Brown, Lead Consultant…
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TYE 2025: George Clelland at Puma Investments explores how VCTs can mitigate income tax on pension withdrawals
George Clelland, Investment Product Manager at Puma Investments, explores how VCTs can be a powerful tax planning tool…
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Record Pension Credit applications driven by axing of Winter Fuel Payment
Rachel Vahey, head of public policy at AJ Bell, comments: “The DWP today is celebrating a surge in…
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FCA Ongoing Advice Review: a wake-up call and a window of opportunity for firms says Dynamic Planner’s Chris Jones
The FCA’s long-awaited ongoing advice review findings are better than feared — but, says Chris Jones (pictured), Chief…
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Aegon responds to FCA latest pensions discussion paper on modellers, consolidation and SIPPs
In its response to the latest FCA Discussion Paper, Pensions: Adapting our requirements for a changing market, Aegon has welcomed…
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TYE 2025: Royal London’s Justin Corliss explores “what advisers are asking us now about pensions”
The period from Christmas to the beginning of April and tax year end is always busy, but this…
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Overseas clients key to growth for brokers, but finding lenders and navigating policy changes are major challenges
A new survey of 300 UK mortgage brokers has found: While most UK mortgage brokers see international clients…
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Over £100 million paid out to LifeSearch claimants in 2024
The UK’s leading protection specialist, LifeSearch, recorded 1,418 individual, family and employer paid claims in 2024, with insurers paying out…
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CISI Chartered Firm™ status approved for Fowler Financial Planning
The Chartered Institute for Securities & Investment is pleased to announce that Fowler Financial Planning has been granted CISI Chartered…
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Invesco: US uncertainty, German elections top global market news
Last week brought a range of developments for investors to watch, including acknowledgements of uncertainty during corporate earnings…
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