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Vulnerable clients

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Advisers Vulnerable clients

Weekend Essay: The art of putting things right

By Amanda Newman Smith
I’ve always got a DIY project going on at home, so I’m…
20 September 2024 2:00 pm
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1
Advisers Advisers Business Vulnerable clients

Advised investors less vulnerable than wider UK population

By Lois Vallely
Advised investors are less vulnerable compared with the whole population, according to…
19 September 2024 8:22 am
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Advisers Advisers Vulnerable clients

Vulnerability database ‘not practical’ for financial services, says Evelyn Partners

By Lois Vallely
There is currently no central vulnerability database for financial services firms, but…
15 July 2024 9:26 am
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1
Advisers Annuities Pensions Platforms Retirement Vulnerable clients

Aegon reports UK profits of £186m in 2023

By Tom Browne
Aegon announced an overall UK profit of £186m in 2023, as part…
1 March 2024 5:04 pm
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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…
31 January 2023 8:00 am
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1
Regulation Advisers Pensions Regulation Vulnerable clients

Sheldon Mills reminds firms of their duties under BSPS redress scheme

By Jean-Baptiste Andrieux
The Financial Conduct Authority has contacted pension providers and any other firm…
27 January 2023 12:54 pm
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1
Regulation Pensions Regulation Vulnerable clients

FCA extends rule to protect British Steel redress scheme

By Jean-Baptiste Andrieux
The Financial Conduct Authority has extended the rule that aims to safeguard…
27 January 2023 11:57 am
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1
Politics Pensions Politics Vulnerable clients

MP calls chancellor to pass legislation for BSPS steelworkers

By Jean-Baptiste Andrieux
Blaenau Gwent MP Nick Smith has called for a “small piece of…
11 January 2023 3:16 pm
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Regulation Pensions Regulation Vulnerable clients

FCA rebuffs critique of British Steel redress scheme

By Jean-Baptiste Andrieux
The Financial Conduct Authority has said provisions in existing Pensions Review legislation…
10 January 2023 8:28 am
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2
Target Market Advisers Investments Pensions Tax Vulnerable clients

Target market: The headache of advising American expats

By Jean-Baptiste Andrieux
From an American point of view, the UK is perhaps the most…
20 December 2022 11:00 am
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2
Protection Protection Vulnerable clients

Cost-of-living crisis could leave more young people unprotected

By Jean-Baptiste Andrieux
Young people are at risk of staying unprotected as they are struggling…
19 December 2022 11:54 am
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4
Pensions Pensions Regulation Vulnerable clients

Campaigners to fight FCA’s British Steel redress scheme

By Jean-Baptiste Andrieux
The British Steel Action Group (BSAG) intends to challenge the Financial Conduct…
9 December 2022 10:00 am
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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…
9 December 2022 8:56 am
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2
Regulation Advisers Pensions Regulation Vulnerable clients

FCA expects 1,000 former BSPS members to receive redress

By Jean-Baptiste Andrieux
The Financial Conduct Authority expects that over 1,000 former members of the…
28 November 2022 9:11 am
Pensions
2
Pensions Pensions Retirement Income Vulnerable clients

Value of lost pension pots increase by £7bn in four years

By Jean-Baptiste Andrieux
The value of lost pension pots has increased by £7bn in four…
27 October 2022 12:01 am
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Pensions Pensions Retirement Income Vulnerable clients

Pension providers fail to engage boomer generation

By Jean-Baptiste Andrieux
Pension providers are failing to engage baby boomers especially women according to…
5 October 2022 7:30 am
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1
Pensions Pensions Regulation Retirement Retirement Income Sipps Vulnerable clients

Andy Bell: Common sense failure risks good work on pension transfers

By Andy Bell
Pension scam protection is vital but some trustees are determined to only…
29 August 2022 8:00 am
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3
Pensions Pensions Regulation Vulnerable clients

FOS receives 268 complaints related to QROPS since 2019

By Jean-Baptiste Andrieux
The Financial Ombudsman Service has received around 268 complaints related to Qualifying…
22 August 2022 3:54 pm
Pensions
Pensions Pensions Politics Vulnerable clients

Deadline for cost of living payment looms

By Jean-Baptiste Andrieux
Pensioners on low incomes can claim the full cost of living payment…
15 August 2022 12:41 pm
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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…
11 August 2022 10:00 am
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