Products
FCA questioned over unregulated Sipp investments
The inclusion of unregulated and non-standard investments in self-invested personal pensions (Sipp) has been called into question by the UK’s Work and Pensions Committee.
Best Practice | 21 May 18
FCA warns firms of robo-advice failings
Firms offering robo-advice have been accused by the UK’s Financial Conduct Authority (FCA) of using unclear charging structures and failing to protect vulnerable clients.
Alternatives | 16 May 18
Credit Suisse luxury fund to move to Lombard Odier
France-based Lombard Odier is to take over a Credit Suisse luxury product fund as part of a plan to expand into the sector.
Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.
How to save the pan European pension dream
Anyone interested in the future of pensions should welcome the European initiative on the Pan European Personal Pension products (Pepp). Retirement provision is a major issue facing all European countries, hit by a combination of increasing life expectancy and lowering long-term interest rates.