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3 in 5 pensions 'expressions of wish' may be out of date

Three in five 16-54 year olds (61%) have admitted that their nominated beneficiary or expression of wish form connected to their pension is out of date or they do not know the true position, according to new research.
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Xafinity cuts fees on SimplySIPP product

Xafinity SIPP and SSAS has cut fees on its SimplySIPP product and upgraded technology for advisers.
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FCA gets tougher on post-MiFID II cost disclosure

The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.
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SIPP provider survey reveals baby boomers shun risk

A large number of ‘baby boomers’ - those aged 55-73 - have little appetite for investment risk and 39% have ‘zero’ willingness to take a risk with their money, according to a survey from a pension, investment and SIPP provider.
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XPS poaches 2 investment transition experts from JLT

Xafinity-owner XPS Pensions Group has added Susan Middleton and Julia Falk to its expanding specialist investment transitions team.
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  1. Professional pension trustees face new standards
  2. New digital gateway launched by Curtis Banks for advisers and clients
  3. TPR reveals organised crime families running pension scams
  4. More than 8 in 10 call for partial DB transfers in all schemes

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