Half-year reporting, advice on writing wills and more Qrops scandal feature in our round-up.
Hornbuckle maintained to the ombudsman that it was not wholly responsible for the £537,357 overpayment.
Providers complain of levy being not uniform across sub classes and essentially a “blunt instrument”.
Initial consultation will be conducted remotely, but if required, a face-to-face consultation may be available.
Our weekly round-up also looks at ‘robo-advice’, third way retirement products and reaction to Martin Wheatley’s departure.
Analysis & Opinion
Regulators and others are still recalibrating suitability parameters they have relied on for 20 years.
More on Sipps & Ssas
Would-be Ssas holder pointed in direction of FTAdviser article which states refusals go beyond rules.
News Review: We need to do something about the plight of existing savers in legacy pension schemes.
Jul 23, 2015
Leicestershire-based wealth management company thinks new Sipp capital rules will lead to consolidation
Jul 23, 2015
IFA should be taking responsibility if their investment advice is established to be inappropriate, ombudsman says.
From Mortgages| Jul 21, 2015
Mortgage complaints increase with an uphold rate of around a third.
Personal Pensions| Jul 17, 2015
Advisers also react to compensation scheme fees and figures published in its annual report.
Jul 14, 2015
Purchase comes after Momentum’s initial share acquisition in October 2014.
Jul 02, 2015
Fourteen different discretionary fund managers available on Simple Retirement Account.
Jun 25, 2015
Firm rebrands its Hazell Carr Ssas to Xafinity Ssas to align with its Xafinity brand values.
Jun 22, 2015
The new option is available across the whole of the firm’s product range.