Ian McKenna: Whose client is it anyway?
Last month I looked at the implications of FCA paper FS 21/7 for the workplace benefits market. When designing a strategy to implement this, it is also important to explore changes in...
Last month I looked at the implications of FCA paper FS 21/7 for the workplace benefits market. When designing a strategy to implement this, it is also important to explore changes in...
Financial advisers and wealth managers are hugely inconsistent when it comes to assessing risk, and often make “noisy” errors based on irrelevant factors - such as the weather or when they have...
It’s an exciting time for the healthcare market, with the pandemic changing attitudes to health as well as the way we access treatment. These shifts will have significant ramifications for the cost and...
FCA feedback statement 21/7 is another significant step towards enabling workplace savings to become the cornerstone of financial planning for the tens of millions who can no longer afford traditional financial advice....
When you see young people signing up for Freetrade or one of the other low-cost trading platforms don’t despair, cheer. This is the engagement you dreamed of (though maybe not the type of...
The Pensions Administration Standards Association (PASA) has launched a new DC transfer working group. This new group will aim to drive up standards in this area and will cover pension transfers between...
Independent trustee and governance services provider PTL has warned that the industry should proceed “with caution” when it comes giving members the illusion they have voting rights on shares in their pension...
One if four SMEs say they are unlikely to be in business at the end of the year as a result of the Covid pandemic, according to the latest research from WorkLife...
Employee benefit consultants and advisers are being offered access to a new health screening and support tool that uses both genetics and artificial intelligence to help employees improve their overall wellbeing. The...
Could affordable financial advice be the next essential ‘added-value’ service offered as part of a comprehensive employee benefit package? This was one of the central issues discussed as part of a wide-ranging...