United Kingdom
Best Practice | 21 Sep 17
Rigorous rules see OMW and CII partner on pension transfers
Tougher rules and a 100% increase in pension transfer enquiries has prompted Old Mutual Wealth (OMW) to launch a DB to DC pension transfer training programme in partnership with the Chartered Insurance Institute (CII).
Fresh pension freedoms inquiry targets scammers
The influential UK Work and Pensions Committee launched an inquiry on Wednesday focused on the risk of savers being scammed after the introduction of pension freedoms.
UK sentiment now worse than after Brexit vote
Investors are currently less confident in the UK than they were in the aftermath of the Brexit vote or the UK snap election, according to the latest reading from the Lloyds Private Bank Investor Sentiment Index (LPBIS).
Private bank courts advisers with Sipp launch
Edinburgh-headquartered private bank Hampden & Co has started lending to self-invested personal pension schemes (Sipps) as part of its offering to advisers.
Best Practice | 19 Sep 17
FCA greenlights pension transfer qualification
The Chartered Institute for Securities & Investment (Cisi) level 6 certificate in pension transfers and planning advice has been officially approved by the Financial Conduct Authority.