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Displaying items by tag: Advice

The Ombudsman has ruled that an adviser must compensate a client who lost nearly £30k through an unsecured Sipp loan.
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The Financial Conduct Authority has identified a number of pension areas where ‘intervention’ may be necessary following the introduction of the pension freedoms in April 2015.
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A well known former adviser and trainer of advisers has been handed a nine year disqualification.
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Friday, 10 February 2017 15:36

Is HMRC channelling the magic of Mr Benn?

Those of a certain vintage will remember the animated children’s TV programme, “Mr Benn”, where each episode featured the line, “and then – as if by magic – the shopkeeper appeared”.
Published in Comment and Blogs
Tuesday, 27 October 2015 11:13

Women set retirement aims 'significantly lower'

Women in the UK are setting their sights “significantly lower” than men when it comes to how much money they need to live comfortably in retirement.
Published in Articles

Advisers are deeply concerned at how Government tinkering with pension reform legislation is affecting their ability to help clients, a Sipps firm has reported.

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New research1 from Baring Asset Management (Barings), the investment manager, has found that significantly more people are turning to friends or family for advice on their pensions while the number of people turning to financial advisers remains flat.
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