Pension schemes with more than 100 members will be required to carry out an annual “own risk assessment” (ORA), under proposals published by The Pensions Regulator (TPR) today. The ORA requirement is...
PTL appointing liability-driven investment (LDI) specialist Payam Kazemian as a client director, who joins the firm from Citi. Kazemian has more than 12 years of frontline pension investment experience, particularly in the...
Royal London has bought a 30 per cent stake in later life lending provider and adviser Responsible Group. Responsible Group comprises the later life mortgage broker Responsible Life, and the lifetime mortgage...
A growing number of clients are expected to see their financial circumstances change for the worse this year because of Covid-19 and its widespread impact, presenting one of the biggest challenges for...
Pensions minister Guy Opperman has added his voice to concerns that most asset managers are unable to provide details of how they exercised their voting rights or engaged with the companies they...
More than half of advised adults have sought financial advice to understand what the Covid-19 panic means for them, and 85 per cent have financial concerns when thinking about the next 12...
The biggest barrier financial advice professionals face when trying to support consumers is being able to openly discuss the nature of an individual’s vulnerability with them, research across Chartered Insurance Institute and...
Ross Trustees, the professional trustee and pensions services firm, has appointed Graham Jung as trustee director. He joins the firm from BlackRock where he was a managing director in its institutional client...
New guidance on how The Pensions Regulator (TPR) will use its new criminal powers to investigate and prosecute those who avoid employer debts to pension schemes or put savers’ pensions at risk...
London-based IFA MWA Financial has bought Prosperity Financial Advisors & Stockbrokers as part of its ambitious growth plans to become a leading national firm. The deal for Hampshire-based Prosperity takes MWA’s assets...
