pension
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FCA leads international crackdown on illegal finfluencers – reaction
Regulators across the globe, led by the Financial Conduct Authority (FCA), have joined forces to protect social media users from illegal financial…
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Expectations of trustees grow as the pension landscape transforms – TPR
A new strategy to drive up standards of trusteeship will be launched by TPR. In a keynote speech, Chief Executive Nausicaa Delfas said…
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Consultation on compensation interest levels launched by FOS
The Financial Ombudsman Service has today (4 June) opened a consultation on the interest rate applied to the compensation awarded to consumers. This is…
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AJ Bell shares regulatory outlook for June: targeted support on the horizon as FCA set to publish raft of updates
With plenty of regulatory updates expected over the coming month. AJ Bell director of public policy, Tom Selby, and head of public policy, Rachel Vahey, share…
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Spreading financial expertise: EFPA’s certified advisors in Europe now exceed 100,000
The European Financial Planning Association (EFPA) has surpassed 100,000 certified financial advisors across 13 countries, marking a significant milestone as it celebrates 25 years since its…
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No major shift in adviser platform priorities despite consumer duty
New analysis from Defaqto reveals that the core factors financial advisers prioritise when selecting platforms have remained largely unchanged since 2022 – despite the…
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Simplify Consulting comments on FCA streamlines complaints data reporting requirements for firms
Following the FCA’s announcement to streamline complaints data reporting requirements for firms, Dom House, Lead Consultant at Simplify Consulting, said: “The FCA complaints review announced today…
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FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction
The Financial Conduct Authority (FCA) this morning released its latest Financial Lives survey, laying bare the growing concerns over financial resilience and…
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More people have bank accounts but one in ten have no cash savings, FCA Financial Lives survey reveals
The Financial Conduct Authority (FCA) has found that one in ten people have no cash savings at all, and another 21% have…
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FCA strips back insurance rulebook
The UK’s world leading insurance market could benefit from simpler, more straightforward rules, under proposals published by the Financial Conduct Authority (FCA)…
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Financial Ombudsman Service received over 140,000 complaints in the second half of 2024
Data published by the Financial Ombudsman Service today shows how many complaints the independent, dispute resolution service received about financial businesses in…
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Pensions dashboards hit first important connection milestone
Large FCA firms have to connect to the pensions dashboard ecosystem by today (30 April), unless they have arranged a later date…
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HMRC launches new online interactive help for compliance checks
Businesses and individuals can benefit from HM Revenue and Customs’ (HMRC’s) new online interactive tool that guides them through tax compliance checks. …
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The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
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FCA cans SDR for portfolio managers as it recognises complexity
Gemma Woodward, head of responsible investment at Quilter Cheviot comments on the FCA’s notice it will not apply SDR to portfolio management…
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Majority of investment firms believe SDR has improved transparency and comparability of sustainable funds, despite implementation challenges
Four fifths (80%) of firms surveyed by the Investment Association believe SDR has successfully prevented misleading claims about sustainability products, despite fewer labelled funds…
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TPR’s first AFS published under the new DB funding code sets expectations for focus on endgame planning
The Pensions Regulator (TPR) expects most schemes to shift their focus from deficit recovery to endgame planning, with the majority of defined…
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PR Funding Statement demonstrates strength of pension scheme funding
Trustees currently grappling with their first valuations under the new funding regulations may be curious to see the insights from this year’s…
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FCA refocuses transparency push amid industry backlash
On 12 March, the Financial Conduct Authority (FCA) announced it would not proceed with its proposal to shift from an exceptional circumstances…
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Standard Life completes Sustainability Disclosure labelling implementation, investing close to £30billion via sustainability focused investment funds
Standard Life leads adviser marketplace by investing in labelled funds under SDR regime for its Future Advantage multi asset range, creating a…
