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AJ Bell

UK regulator urged to reform complex disclosure rules

United Kingdom | 11 Jul 17

UK regulator urged to reform complex disclosure rules

There is a ‘clear case’ for simplifying the point of sale disclosure regime which is too complex and confusing for investors, UK platform provider AJ Bell’s chief executive said in an open letter to the FCA.

UK finance industry conflicted over asset management review

Best Practice | 28 Jun 17

UK finance industry conflicted over asset management review

Plans by the UK’s Financial Conduct Authority to crackdown on excessive asset management fund charges and improve competitiveness in the sector has been met with a flurry of contradictory responses from different parts of the financial services industry.

Fearful advisers face ‘information vacuum’ on pension transfers

Best Practice | 20 Jun 17

Fearful advisers face ‘information vacuum’ on pension transfers

Nearly all financial advisers disagree with the UK regulator’s pension transfer value analysis assumptions and are having to deal with an “information vacuum” from the UK regulator, according to veteran retirement expert Mike Morrison.

Sipps drive sharp rise in UK pension complaints

Tax & Regulation | 13 Jun 17

Sipps drive sharp rise in UK pension complaints

The Financial Ombudsman Service (FOS) received 15% more complaints about pensions in 2016/2017, with Sipps one of the most complained about products, despite a 6% drop in the number of people contacting the financial redress service.

ANALYSIS: Where should you invest after UK election shock?

Macro Views | 9 Jun 17

ANALYSIS: Where should you invest after UK election shock?

The thesaurus doesn’t offer a decent alternative to “uncertainty”, the post-election word du jour, yet Theresa May’s dire performance makes it likely we will be reading the word many times a day for the foreseeable future.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.