Fees
Platforms face inflection point as competition cuts margins
The ongoing technological revolution has levelled the financial services playing field globally, argues Jaco van Tonder, head of advisory services at Investec Asset Management – and with that levelling comes both risk and opportunity.
Tax & Regulation | 14 Apr 16
Fund fees fall by a fifth after RDR
Investors are now paying over a fifth less in annual fund fees as a result of the introduction of the Retail Distribution Review (RDR), according to analysis by online investment platform rplan
Retirement | 6 Apr 16
FCA sets in motion ‘top priority’ pension scam crackdown
The Financial Conduct Authority is to crack down on pension-related investment scams as one of its main priorities for the coming year.
Tax & Regulation | 5 Apr 16
FCA sets £74m levy on advisers
Financial advisers will have to pay a £73.7m levy to fund the Financial Conduct Authority’s (FCA) £518.9m budget for 2016/17, according to plans laid out by the regulator.
OMW caps exit fees for customers aged 55+
Old Mutual Wealth is reducing its exit fees on traditional UK pension contracts, putting a 5% cap in place for all customers aged 55 or older.