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: 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
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.
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.