AJ Bell
Pensioners opt for financial advisers over Pension Wise
Consumers entering income drawdown are three times more likely to seek professional financial advice than they are to use the government’s free Pension Wise service, according to new research by AJ Bell.
PEOPLE MOVES: Rothschild, Moore Stephens, Fidelity Int’l
A BlackRock alum has joined Edmond de Rothschild Asset Management as global head of business development. Accountancy network Moore Stephens has launched a US tax offering in London and appointed a triple qualified tax specialist to head it up. Fidelity International has lost a 13-year veteran.
AJ Bell’s Mike Morrison dies
Industry veteran Mike Morrison, head of platform technical at AJ Bell, has died at the age of 55.
Retirement | 25 Oct 17
Fewer pensioners ‘splurging irresponsibly’
Hedonist pensioners forking out for luxury experiences are becoming rarer, according to Financial Conduct Authority pensions freedoms data.
FCA rejects demand to review point of sale disclosure
Calls for a review of the complex and lengthy disclosure documents clients receive at the point of sale (POS) have been rejected by the Financial Conduct Authority despite the regulator admitting that customers can get confused.