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Annuity comparison quotes hit new highs in 2024 | Money …
Sep 24, 2024 · Pensions technology provider iPipeline has reported a significant rise in demand for annuities among financial advisers. In the first half of 2024, annuity quotes increased by 12% compared to the ...
True Potential hires new CEO from Tesco Bank | Money Marketing
Oct 7, 2024 · True Potential has announced Tesco Bank CEO Gerry Mallon as its new chief executive officer. He will replace the platform investment firm's co-founder and CEO Daniel Harrison, who announced last ...
PFS: Advisers must act ahead of FCA on conflicts of interest
Nov 20, 2024 · The FCA’s thematic review provides the opportunity to set out a framework for managing behavioural biases in a professional way. This can draw from existing codes of ethics and a rigorous ...
how Labour could change CGT and IHT - Money Marketing
Aug 12, 2024 · Increases in CGT have been on most hitlists since Labour refused to rule them out in pre-election interviews. CGT is due to raise £15.2bn in 2024/25 and £16.2bn in 2025/26.
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
Jun 14, 2021 · Steven Levin chief executive of the Quilter platform and Quilter Investors said: “The rebranding of Old Mutual Wealth to Quilter means all our businesses now harness the strength of the Quilter ...
Royal London named ‘most-recommended’ pension provider
Feb 14, 2024 · “The number of products being recommended has jumped from 3.2 to 3.84 on average, or 3.6 if you discount workplace recommendations that have been newly added to the list this year.
Timeline’s ‘Classic 50’ most-recommended MPS for value in 2023
Jan 10, 2024 · Timeline’s ‘Classic 50’ portfolio has been named the most-recommended model portfolio service (MPS) for value in 2023 by financial advisers, Defaqto has revealed.
Alan Hughes: FOS’s True Potential ruling is a warning for all advisers
Jan 15, 2024 · The Financial Ombudsman Service (FOS) published an interesting decision recently regarding a ‘non-advised’ switch into one of True Potential’s funds, which puts the national’s business ...
TCC: What do the Duty’s four outcomes mean in practice?
Oct 18, 2022 · The FCA’s transformative Consumer Duty legislation is underpinned by four outcomes, which describe the level of service and positive results firms need to be able to deliver for their clients.