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MPs to look at independence of DB transfer advice

Frank Field says people need IFAs not salesmen to help them with final salary transfers.

FCA blocks compliance officer due to ‘competence’ concerns

The Financial Conduct Authority (FCA) has denied a compliance officer approval to perform controlled functions due to concerns over his ‘competence and capability’.

Robo roundtable: Future IFAs will serve more clients at lower cost

Advisers must change their business models if they hope to service future generations, according to the panel at our Robo Roundtable.

Woodford 'hugely disappointed' as Provident crashes

Neil Woodford says Provident Financial will 'get back on track' as shares crash on FCA investigation, scrapping of dividend and departure of boss.

IFAs have only days to send offshore asset warning letters

‘Come to us before we come for you,’ says a template letter from the taxman which IFAs must send to clients by 31 August.

Influential MP calls for ‘collective alternative’ DC pensions

Pension committee chair Frank Field says a collective option could see 30% better retirement savings.

Tesco opens £85m compensation scheme for misled investors

The retail giant will reimburse shareholders and bondholders who said they invested under 'false or misleading terms'.

Malcolm Small: Retire at 68? We'll be exhausted before then!

Deciding the right time to retire is a luxury for those not relying on state pension, but even those with solid finances could find their wealth planning rocked by a health scare.

SimplyBiz adds second DB transfer partner

The support services provider responds to increasing demand for DB transfers by adding another outsourcing partner.

Sipp firm settlements suggest turning point in claims cases

One sipp firm has settled claims cases against it before final FOS decision have been released, reopening the issue of if Sipp firms are liable.

Video pick
29 Comments Play Robo roundtable: Future IFAs will serve more clients at lower cost

Robo roundtable: Future IFAs will serve more clients at lower cost

Advisers must change their business models if they hope to service future generations, according to the panel at our Robo Roundtable.

1 Comment Play Ping pong planners: IFAs take up our table tennis challenge

Ping pong planners: IFAs take up our table tennis challenge

Advisers serve up some news on their business plans as New Model Adviser lays down a table tennis challenge.

NMA Profile
Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Ian Browne and Helen Lindo want to expand Russell Ulyatt, but having learned a harsh lesson when overreaching too soon, they have tightened procedures and have long-term plans in place