Savings sector trade body TISA and fintech Altus have launched an online self-assessment tool, the Vulnerability Radar, to help firms “understand and identify” how to support vulnerable customers.
TISA, the financial services' provider association, is to help speed up the implementation of the 'pensions dashboard' set out in the Financial Advice Market Review final report and last weeks' Budget.
David Thompson, managing director of business development and proposition at AXA Wealth, has joined the chorus of leading figures expressing concerns about a pension-Isa merger.
TISA, the tax-incentivised savings association, is warning that moves towards a pension Isa would be counter-productive.
Steve Webb MP, minister of state for pensions, has confirmed auto-enrolment will take the approach of 'pot follows member'.
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