September Issue


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  • Governance and compulsion, two key issues if industry is to run Pensions Dashboard

    21 September 2018

    20 major pension providers and third party administrators meet to discuss how the Pensions Dashboard could be made a reality. If the Pension Dashboard is to be operated by the financial services industry, ‘facilitated by Government’, as indicated earlier this month by Esther McVey, the Secretary of State for Work and Pensions, then governance...

  • Policy paper aims to improving pension scheme information provided to adviser firms

    20 September 2018

    Mutual insurer Royal London and pension lawyers Eversheds Sutherland have produced a defined benefit transfer policy paper aimed at helping pension scheme trustees improve upon the information they provide to adviser firms. The paper explores whether trustees should be offering transfer values as part of routine communications, regardless of whether members have requested it,...

  • Octopus announces fund raising for Titan VCT

    20 September 2018

    Octopus Investments has opened fundraising for its Octopus Titan venture capital trust, targeting £120 million. The latest fundraising for the company’s flagship VCT follows a record-breaking fundraise last year when Titan raised £200 million. The VCT offers investors access to a portfolio of over 65 smaller companies, with a specialism in tech-driven businesses in...

  • Consumer scepticism of protection products needs to be tackled

    19 September 2018

    Many consumers remain sceptical about the level of insurance claims paid out, new research from Aegon has shown.  An overwhelming 92% of people believed the UK insurance industry pays out less than 90% of protection claims each year, with just 8% believing the figure was higher than that. Aegon labeled the findings “disturbingly low”...

  • Are you prepared for new FCA rules on pension transfers, conversions and opt-outs?

    19 September 2018

    ATEB Consulting’s Steve Bailey looks at what is expected when the latest rules on pensions transfers come in on 1 October 2018. FCA Policy Statement PS 18/6, issued in March 2018, introduced some new rules relating to advice on pension transfers, conversions and opt-outs. Some of these came into effect on 1 April 2018,...


Latest Development

Scheme Pays: Can’t pay? We’ll take your pension away!

Assuming they are in the fortunate position that they could...

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Latest Events

Technical Insight Seminar – 5 speaker take-aways

We asked five of our presenters what they would most like paraplanners to take away from their sessions at...

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