FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 — Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
FTAdviser
WEB5 days ago — FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 — The People’s Pension – the second biggest master trust in the market - has come out last in a ranking of workplace pension and auto-enrolment providers.
Quilter may have to pay out as part of FCA ongoing charges
WEBMar 6, 2024 — By Tara O'Connor. Quilter could pay remedial costs after it was one of 20 large firms the regulator wrote to following concerns over ongoing charges for customers. In its preliminary full year ...
How to advise on DB transfers - FTAdviser
WEBSep 21, 2021 — Advisers must charge the same for investment advice on a DB transfer as they would for any other similar sized investment. This is to stop some advisers from backloading the charges from the ...
Pensions reforms set to ‘unlock growth and boost investment’
WEBAug 28, 2024 — The new Labour government’s mandate to change Britain and kick-start economic growth in the UK focused on pensions within three weeks of it winning the election in July.
Training 'finfluencers' could bolster adviser numbers
WEBSep 2, 2024 — By Alina Khan. Recruiting and training up ‘finfluencers’ could be a way to bolster adviser numbers and even become a “modern adviser role”, according to Hayley Rabbets, head of the Verve ...
How trustee registration rules affect investment bonds
WEBJul 19, 2022 — HMRC has set out specific deadlines for the registration of trusts, which trustees must act upon, and which cover both existing and new trusts: Trusts in existence on or after October 6 2020 must ...
Advisers pick their favourite DFMs - FTAdviser
WEBApr 2, 2020 — Although Investec and Brooks were the preferred services, the most used DFM amongst the advisers surveyed was Brewin Dolphin, with more than 30 per cent of IFAs using the firm's discretionary ...