United Kingdom
Best Practice | 5 Sep 16
Would-be pension savers squeezed by other financial demands
Fewer than a fifth (17%) of UK advisers think that clients who feel squeezed keeping up with bills and repayments would put any extra money towards their pension savings, research from Royal London has found.
Best Practice | 5 Sep 16
Prudential launches online TV channel to support advisers
Prudential is expanding its support for advisers with the launch of Knowledge TV, offering continuing professional development (CPD) certified ‘box sets’, technical insights, and online demonstrations.
Macro Views | 2 Sep 16
Brexit impact extends well beyond Europe – RLAM’s Greetham
The Brexit vote has had a wider impact beyond the UK and Europe, temporarily derailing the US Federal Reserve’s plan to raise interest rates and allowing other governments to argue that there is a crisis under way that needs to be addressed with more forceful stimulus. Japan is a case in point.
Best Practice | 2 Sep 16
Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
Best Practice | 1 Sep 16
FCA bans and fines adviser who lied about her qualifications
The Financial Conduct Authority (FCA) has banned Elizabeth Anne Parry from performing any function in relation to any regulated financial activity and fined her £109,400 ($143,419, €128,657) for repeatedly lying about her qualification status.