Story by: David Pawsey, Financial Adviser
Legal & General is set to confront the FSA about the out-of-date and limited data contained in the annuity tables the City regulator publishes on its consumer-facing website.
Future retail distribution review documents should contain more detail about the need for advisers to develop skills not covered by existing professional qualifications, according to Scottish Widows.
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E-business needs to be as simple as possible in order to avoid customers dropping out of the process
It is probably becoming a bit of a cliche now to say that we are living in unprecedented times.
Barclays Bank’s approach to switching clients from one product to another should be probed following a Financial Ombudsman Service provisional ruling against the banking giant, according to an IFA.
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The concoction of longevity, the A-Day simplification and the pending personal accounts all adds to the retirement planning melting pot.
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Living Time’s Offer More Options campaign has come on leaps and bounds in the last few months ...