Retirement | 25 May 18
What will become of DB transfer money?
The rather shocking news that broke earlier this week was that the number of DB pension transfers reached £20.8bn in 2017 prompting questions about where the money is ending up and whether many transfers are suitable.
Has the FCA’s adviser register avoided the chopping block?
Until very recently it had looked inevitable that the Financial Conduct Authority’s IFA register would fall by the wayside, despite support from advisers and industry to keep it. But recent political murmurs suggest it may live to fight another day.
Best Practice | 29 Jan 18
IFAs should disclose 10% drop in performance
IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.
Best Practice | 26 Jan 18
Mifid II will kill fund price herding: Nucleus CEO
Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.
Best Practice | 26 Jan 18
Advisers brace themselves to explain Mifid II transaction charges
Advisers and consultants have voiced concerns about the consistency and accuracy of information amid fears that the broader investment industry will take another reputational hit.