Other Citywire websites

News by: William Robins

IFA quits advice to set up Trust Paraplanning

by William Robins on Apr 17, 2014 at 12:30

An IFA has left the advice sector to set up an outsourced paraplanning firm that specialises in inheritance tax (IHT) and trusts.

How providers are shaping up for the auto-enrolment rush

by William Robins on Apr 17, 2014 at 12:21

As small employers implement auto-enrolment for their staff, we ask providers about their workload, their offerings and their changes.

The top 10 most memorable New Model Adviser® covers

by William Robins on Apr 15, 2014 at 13:39

New Model Adviser® magazine published its 400th issue this week. Our star profile photo shoots are what makes our covers shine, so here we take a look back over the past 399 covers and pick out 10 of the best. In no particular order they are...

Paraplanner Profile: Matthew Cook of Flat Rate Financial Services

by William Robins on Apr 15, 2014 at 09:53

Matthew Cook of Flat Rate Financial Services enjoys solving problems and keeps things simple with Excel.

Shop ’til you drop: have pensions become consumer goods?

by William Robins on Apr 15, 2014 at 09:46

The argument that you had to buy an annuity and there was no return from it was never quite true, but people won’t be buying Lamborghinis either.

Co-op reveals £1.3bn losses and further costs expected

by William Robins on Apr 11, 2014 at 08:01

The Co-operative Bank has revealed a £1.3 billion loss for the last 12 months, and said it has unearthed further ‘conduct and legal issues’.

ABI investment division to merge with IMA

by William Robins on Apr 11, 2014 at 07:32

The Association of British Insurers is to merge its investment affairs division with the INvestment Management Association, creating new organisation.

Paraplanner Profile: Matthew Clegg of Crown Wealth Management

by William Robins on Apr 08, 2014 at 14:01

In-house paraplanner Matthew Clegg helps organise Paraplanner Powwows.

Raft of investments will link push-and-pull pension policy

by William Robins on Apr 07, 2014 at 15:29

Combining auto-enrolment and the reduction of the 55% pension withdrawal tax rate means there will be more pension money washing around the system and more reason to think about how to invest it.

FCA makes tracks to Olympic park office

by William Robins on Apr 03, 2014 at 09:37

The FCA has confirmed it will be moving offices from Canary Wharf to the Olympic Park site, set to be the UK's new technology hub.

RBS to shut 44 branches as 'last banks in town' disappear

by William Robins on Apr 03, 2014 at 08:47

Royal Bank of Scotland is to shut 44 branches, including those that are a town’s only high street bank, in its latest wave of cuts.

Royal London calls on FCA to develop 'new form' of at-retirement advice

by William Robins on Apr 03, 2014 at 07:54

Royal London has called on regulators to help develop a 'new form' of at-retirement advice ‘free from provider influence’ to deliver the guidance guarantee.

FCA could face legal action over closed-book probe confusion

by William Robins on Apr 03, 2014 at 07:29

The Financial Conduct Authority could face legal action from institutional investors after it announced a review into closed-book insurance policies, causing an insurer share sell-off.

Boiler room fraudster given extra jail time for failing to pay £1m

by William Robins on Apr 03, 2014 at 07:28

A boiler room fraudster has been headed an extra four years in jail for a scam that took in £1.3 million, for failing to pay a £1 million confiscation order.

Budget bulldozer paves the way for product innovation

by William Robins on Apr 02, 2014 at 13:58

Offering pension drawdown as part of a broader holistic plan to fund retirement presents a huge opportunity for advisers willing to take up the challenge.

Sorry, this link is not
quite ready yet