Advisers Vulnerable clients Weekend Essay: The art of putting things rightBy Amanda Newman Smith I’ve always got a DIY project going on at home, so I’m…
1 Advisers Advisers Business Vulnerable clients Advised investors less vulnerable than wider UK populationBy Lois Vallely Advised investors are less vulnerable compared with the whole population, according to…
Advisers Advisers Vulnerable clients Vulnerability database ‘not practical’ for financial services, says Evelyn PartnersBy Lois Vallely There is currently no central vulnerability database for financial services firms, but…
1 Advisers Annuities Pensions Platforms Retirement Vulnerable clients Aegon reports UK profits of £186m in 2023By Tom Browne Aegon announced an overall UK profit of £186m in 2023, as part…
1 Pensions Advisers Pensions Regulation Vulnerable clients Cover story: When will British Steel workers ever get money for missold pensions?By Jean-Baptiste Andrieux Compensation should be close at hand but FCA redress methodology is being…
1 Regulation Advisers Pensions Regulation Vulnerable clients Sheldon Mills reminds firms of their duties under BSPS redress schemeBy Jean-Baptiste Andrieux The Financial Conduct Authority has contacted pension providers and any other firm…
1 Regulation Pensions Regulation Vulnerable clients FCA extends rule to protect British Steel redress schemeBy Jean-Baptiste Andrieux The Financial Conduct Authority has extended the rule that aims to safeguard…
1 Politics Pensions Politics Vulnerable clients MP calls chancellor to pass legislation for BSPS steelworkersBy Jean-Baptiste Andrieux Blaenau Gwent MP Nick Smith has called for a “small piece of…
Regulation Pensions Regulation Vulnerable clients FCA rebuffs critique of British Steel redress schemeBy Jean-Baptiste Andrieux The Financial Conduct Authority has said provisions in existing Pensions Review legislation…
2 Target Market Advisers Investments Pensions Tax Vulnerable clients Target market: The headache of advising American expatsBy Jean-Baptiste Andrieux From an American point of view, the UK is perhaps the most…
2 Protection Protection Vulnerable clients Cost-of-living crisis could leave more young people unprotectedBy Jean-Baptiste Andrieux Young people are at risk of staying unprotected as they are struggling…
4 Pensions Pensions Regulation Vulnerable clients Campaigners to fight FCA’s British Steel redress schemeBy Jean-Baptiste Andrieux The British Steel Action Group (BSAG) intends to challenge the Financial Conduct…
Vulnerable clients Cryptocurrency Economy ESG Vulnerable clients The Morning Briefing: Are there more vulnerable clients than you think?By Jean-Baptiste Andrieux Good morning and welcome to your Morning Briefing for Friday 9 December…
2 Regulation Advisers Pensions Regulation Vulnerable clients FCA expects 1,000 former BSPS members to receive redressBy Jean-Baptiste Andrieux The Financial Conduct Authority expects that over 1,000 former members of the…
2 Pensions Pensions Retirement Income Vulnerable clients Value of lost pension pots increase by £7bn in four yearsBy Jean-Baptiste Andrieux The value of lost pension pots has increased by £7bn in four…
Pensions Pensions Retirement Income Vulnerable clients Pension providers fail to engage boomer generationBy Jean-Baptiste Andrieux Pension providers are failing to engage baby boomers especially women according to…
1 Pensions Pensions Regulation Retirement Retirement Income Sipps Vulnerable clients Andy Bell: Common sense failure risks good work on pension transfersBy Andy Bell Pension scam protection is vital but some trustees are determined to only…
3 Pensions Pensions Regulation Vulnerable clients FOS receives 268 complaints related to QROPS since 2019By Jean-Baptiste Andrieux The Financial Ombudsman Service has received around 268 complaints related to Qualifying…
Pensions Pensions Politics Vulnerable clients Deadline for cost of living payment loomsBy Jean-Baptiste Andrieux Pensioners on low incomes can claim the full cost of living payment…
2 Regulation Advisers Regulation Vulnerable clients Consumer Duty: How can financial advice firms achieve outstanding outcomes for vulnerable clients?By Richard Bishop The Financial Conduct Authority’s (FCA), Consumer Duty, scheduled for implementation in July…