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Latest News - Jack Gilbert

DB transfers: Firms suspend services over FCA suitability concerns

The FCA’s concern about where client money is invested after defined benefit transfers follows a slew of outsourced advice firms agreeing to suspend or limit their DB services.

May reassures businesses of Brexit transitional deal

PM tells business leaders there will not be a Brexit ‘cliff-edge’.

Cable becomes new Lib Dem leader

MP was the only candidate who put himself forward for leadership.

Revealed: FCA's Sipp cap-ad chaos as 14 firms send wrong info

Three Sipp firms are still failing to meet their cap ad requirements, a freedom of information request has shown, while 14 submitted the wrong details to the FCA.

FCA visits nine advice firms in DB transfer review

Freedom of information request reveals further details of the FCA's DB transfer review.

Gov’t brings forward state pension age increase

State pension age to reach 68 between 2037 and 2039.

Treasury confirms lifetime allowance will increase next year

Statement from the government removes 'doubt' over indexation of the LTA.

FCA looking at 92 advice firms in DB transfer review

The regulator is currently carrying out a multi-firm supervision exercise into DB transfer advice.

FCA removes Lighthouse’s legacy capital restrictions

The firm says the capital retention related to sales of Arch cru and Keydata in 2012.

Rivals poised to crack open PruFunds’ with-profits monopoly

With demand for volatility-reducing funds increasing, Prudential’s dominance of the with-profits market is set to end. Could rival offerings deliver better products for clients and advisers?

Video pick
Play Video: Sea of opportunity in Europe has tide turning for earnings

Video: Sea of opportunity in Europe has tide turning for earnings

Liontrust’s Olly Russ and Oisin O’Leary welcome the uptick in European corporate earnings, but warn an abrupt halt to quantitative easing could increase volatility

1 Comment Play Clive Woodward: How to live in a no 'if only' environment

Clive Woodward: How to live in a no 'if only' environment

In this episode Clive Woodward explains that failure to work on the business, rather than just in it, creates real risk you will be overtaken by a competitor.

NMA Profile
Adviser Profile: Ben Ellis of Cactus Financial Planning

Adviser Profile: Ben Ellis of Cactus Financial Planning

Ben Ellis likes to take on tough challenges and, only two years after launching Cactus Financial Planning, he is already looking to expand and hit £100 million in assets.