The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
Read more ...Editor’s Comment: The rising price of regulation
- Friday, 22 September 2023
- Articles
Regulation is expensive and getting more expensive, as most of you can attest.
Read more ...Editor’s Comment: A triumph over adversity
- Friday, 22 September 2023
- Articles
This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
Read more ...Editor’s Comment: Fee, fi, fo, fum...
- Friday, 22 September 2023
- Articles
The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.
Read more ...Editor’s Comment: Rise of the working pensioner
- Friday, 22 September 2023
- Articles
There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
Read more ...Financial Planning Week pushed back to January
- Friday, 22 September 2023
- Articles
Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign, has been pushed back from October to mid-January.
Read more ...Lords approval moves Online Safety Bill a step closer
- Friday, 22 September 2023
- Articles
CII awards prizes for exam performance
- Friday, 22 September 2023
- Articles
The Chartered Insurance Institute, parent organisation of The Personal Finance Society, has awarded 33 prizes for performance in its exams during 2022.
Read more ...Pensions guru MacGillivray to exit Nucleus
- Friday, 22 September 2023
- Articles
Leading pensions expert Neil MacGillivray, head of technical support at adviser platform and SIPP provider Nucleus, is to retire before the end of the year.
Read more ...Planners react as IHT receipts rise £300m
- Thursday, 21 September 2023
- Articles
Inheritance Tax Receipts increased £300m year-on-year to £3.2bn in the five months from April to August, according to the latest data released today by HMRC.
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