Roundtable: Guidance in the dock
The industry’s fear of taking responsibility for financial advice is leaving employees taking non-advised guidance journeys that are often leading them to the wrong destination. This was the subject of debate at...
The industry’s fear of taking responsibility for financial advice is leaving employees taking non-advised guidance journeys that are often leading them to the wrong destination. This was the subject of debate at...
How big a difference is there between guidance and full financial advice? Guidance is better than nothing and can help inform, educate and raise awareness. But it is nowhere near as effective...
The Pensions Regulator (TPR) is increasing the pressure on scheme trustees to protect savers from climate risk with the publication of its expectations on compliance with new statement of investment principles (SIP)...
Aviva Investors voted in favour of 98 per cent of the most significant climate and social shareholder proposals tracked by ShareAction and increased its resolution votes by 16 per cent. Publishing its...
The employee benefit consultancy PES has rebranded as Amba, and is launching a new employee benefits digital platform. This workplace platform, known as Lumina, will have an environmental focus to particularly to...
Infrastructure investment is beneficial for the development of society and helps to improve people’s quality of life, but it can also help generate stable, inflation-linked investment returns for defined contribution (DC) pension funds....
WorkLife by OpenMoney has appointed Paul Chedzey as its new relationship director. Chedzey has over 10 years’ business development experience within the financial advice market and will be responsible for growing and...
It’s easy to underestimate just how important the FCA sees its new investment pathways initiative, which came into effect last month, and the extent to which it symbolises its changing approach to regulation....
At the beginning of March Royal London pulled off a major coup with the acquisition of automated advice provider Wealth Wizards. The capability of the Wealth Wizards tool goes far beyond what...
Tesla’s announcement in a SEC filing on Monday 8 February 2021 that it had bought $1.5 billion worth of Bitcoin - described by some as digital gold - was quickly followed by...