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Latest - REGULATION / COMPLIANCE

  • Technical Insight Seminars 2018 – Q&A, Paul Squirrell

    8 March 2018

    In this quickfire Q&A, Paul Squirrell, national pension sales manager at Fidelity FundsNetwork tells Rob Kingsbury how the company is supporting paraplanning and what he likes best when presenting to paraplanners. 1. How do you see the role of paraplanners in the financial planning market and going forward? Paraplanning has really risen to the...

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  • MiFID II warning on delays and practical challenges implementing costs and charges

    5 March 2018

    Advice firms should not delay embedding the new MiFID II aggregated costs and charges requirements, support services firm Bankhall has warned.  MiFID II requires investment firms to combine and disclose all costs and charges relating to any financial instruments an adviser recommends to clients. It includes the cost of any investment services provided, such...

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  • 29% of people unable to spot simple pensions scam

    5 March 2018

    Four in five savers want stricter rules and checks to ensure pension pots are secure, according to new research by the Pensions and Lifetime Savings Association.  In a survey of 2,000 adults, only 28% of people felt checks were unnecessary because people should be able to easily access their money as and when they...

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  • March TDQ Answers

    5 March 2018

    In our new series, Professional Paraplanner TDQ (Training, Development and Qualifications), we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. We will be providing you with valuable advice and guidance materials to help you achieve your...

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  • Understanding the new annuity rules

    27 February 2018

    The new rules around annuity purchase should make shopping around easier. Dave Miller, executive general Manager (Commercial), IRESS, explains how the company has made the process as simple as possible for advisory firms via IRESS The Exchange. New rules requiring the best open market rates to be provided alongside provider annuity quotes seem straightforward,...

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  • Flaws in proposed annuity quote comparison process

    26 February 2018

    Retirement Advantage has warned that the introduction of annuity quote comparison templates will not help customers because of fundamental flaws in the way the process works. From 1 March 2018, advisers and providers must include the quote templates showing like-for-like rates when producing annuity illustrations for clients. The rules were designed to encourage improved shopping...

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  • PFS defends advice sector against Work and Pensions Select Committee report

    25 February 2018

    The Personal Finance Society has defended advisers in the wake of the Work and Pensions Select Committee’s damning report on the British Steel pension scheme. The Committee said it had worrying evidence that BSPS members had been exploited for “cynical personal gain by dubious financial advisers,” and the report details how BSPS members were...

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  • Technology has helped industry ‘tell the truth’, says Nucleus’ Ferguson

    25 February 2018

    Nucleus CEO David Ferguson says when reviewing the impact of technology on financial services, the focus should be upon how it has transformed transparency, rather than the way it has altered the interaction between customers and companies. Addressing advisers at Nucleus’ annual conference, ‘Disruption 2018’, Ferguson said talking about “mobile, apps and uberisation misses...

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