Regulation

NHS Pension Scheme: Five key points for financial advisers

Moira Warner highlights five key points about the NHS Pension Scheme as an army of retired medics head back to the frontline to battle against Covid-19

Neil MacGillivray: The Budget’s good news on gains

Tucked away in this year’s Budget was quite an important change in relation to the taxation of life insurance bonds, writes Neil MacGillivray, which could spell good news for many…

Tim Jablonski: Non-advised decumulation investment pathways ‘a herculean task’

After the deadline for implementing investment pathways for pension providers was pushed back by the FCA, Tim Jablonski explores the difficulties they face

James Chapman: Advisers’ most frequently asked Covid-19 questions answered

Over the past few weeks, we’ve received large numbers of queries around issues connected to Covid-19 and how it’s impacting upon adviser businesses and processes, writes James Chapman of The SimplyBiz Group, who answers five of the most frequently asked questions…

FCA cites pension freedoms as a driver of consumer harm

The Financial Conduct Authority (FCA) has cited the 2015 pension freedoms as one example of a driver of consumer harm.

Kim Jarvis: The intricacies of obtaining a loan from a trust

Trustees are permitted to grant interest-free loans from trusts to beneficiaries under certain circumstances. Here, Canada Life's Kim Jarvis runs through the intricacies

FCA must re-think investment pathways ‘long-term income’ option

In response to the news that the FCA may delay the introduction of investment pathways for non-advised clients due to the coronavirus, EValue's Chet Velani has implored the regulator to take this time to rethink one of the options for consumers.

Financial Ombudsman changes industry levy plans due to coronavirus pressure

The Financial Ombudsman Service (FOS) has changed ongoing plans to alter how the body is funded in light of the financial impact of the coronavirus.

More than 1,000 firms varied pension transfer permissions in 2018 and 2019

More than 1,000 firms have altered or cancelled their defined benefit (DB) pension transfer permissions in the last two years, a freedom of information (FOI) request submitted by Professional Adviser has revealed.

Why coronavirus will change the advice profession forever

As the Covid-19 pandemic continues and the country adapts to new ways of living and working, Tim Sargisson explores what this will mean for the advice profession...
 

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Gareth James: Regrets, I’ve had a few…..

Gareth James reflects on the difference between regret and disappointment and warns drawdown investment pathways could be an experiment the FCA comes to regret...