Latest News - Elliot Smith
Regulator pledges to act quickly on DB pension problems
The Pensions Regulator has set out its corporate plan for 2017-2020, identifying the failure of defined benefit (DB) schemes and master trusts as a key risk area.
The numbers behind the FCA's advice fee discussion
A breakdown of the FAMR research on which the FCA's recent Sector Views publication was founded.
FCA to consult on DB transfer advice rules
The FCA plans to publish a consultation on rules about advising on DB pension transfers.
FCA hands advantage to human advice with robo risk warning
The FCA’s recent FAMR paper questions whether firms are thorough enough when profiling clients, especially in terms of initial information gathering via automated questionnaires.
Q&A with the FCA: what we learned from the regulator's big day
Following the publication of the FCA's Business Plan and Mission, the regulator's leadership team held a Q&A, where they talked Brexit, suitability and vertical integration, among other things.
FCA: improved 'intelligence' to aid phoenix firm crackdown
The Financial Conduct Authority is working to improve ‘intelligence’ on phoenix firms, as it moved to reassure advisers it is on top of the issue.
'Alexa, what's my total pension value?': the future of the dashboard
The offerings produced at the end of an 18-hour TechSprint event, held by the Treasury and the Association of British Insurers, have given an exciting glimpse into the future of pensions dashboards.
CISI signs up 50 firms to offer free sessions for Financial Planning Week
The Chartered Institute for Securities & Investment (CISI) has nearly 50 firms on board nationwide to provide free one-hour sessions for Financial Planning Week, commencing on 8 May.
Treasury considers forcing firms to contribute to pension dashboard
Economic secretary to the Treasury Simon Kirby today confirmed that the government is discussing a mandatory requirement for providers to supply data to pensions dashboards.
FCA seeking head of Project Innovate
The Financial Conduct Authority (FCA) is seeking to hire its first ever head of Innovate.
Aberdeen chief: Standard Life deal gives us chance to own distribution
As Aberdeen Asset Management prepares its historic merger with Standard Life, Aberdeen’s chief executive Martin Gilbert sat down with Citywire to answer our questions on the company’s future, and his own.
Bond manager Binns focuses on capital preservation
Paola Binns says her Royal London Sterling Credit fund has performed well over the medium term and explains the philosophy of investing heavily in asset-backed securities and banks.
Adviser Profile: Saran Allott-Davey and Chris Jordan of Heron House Financial Management
Cover star veterans Saran Allott-Davey and Chris Jordan have proved their pedigree, offering an ongoing service at Heron House Financial Management that can compete with the rest of the field.