advice
Reaction: FCA contingent charging ban proposal welcomed by industry but challenges remain
The industry has broadly praised the Financial Conduct Authority's (FCA) proposal to ban contingent charging on defined benefit (DB) transfer advice as a move towards improving retirement outcomes.
Ricardo Research launches to advise long-horizon institutional investors
A fresh investment advisory firm has launched to advise large long-horizon institutional investors in a bid to transform the way they think about financial markets.
Are more transfers a blessing or curse for schemes?
There has been a huge rise in the number of DB to DC transfers since 2015. Stephanie Hawthorne looks at how demand is changing and what these changes mean for schemes.
Savers want financial guidance/advice to be mandatory, says poll
Research commissioned by Just has found that 75% of people believe financial guidance or advice should be compulsory when deciding how to use pension benefits.
How trustees risk providing implicit advice to DC members
Nigel Jones looks at how trustees and employers could be straying into giving members advice rather than guidance when it comes to DC schemes
Government 'putting barriers in the way' to advice for LISA savers
The government has been urged to allow Lifetime ISA (LISA) savers to use their pots to pay for financial advice, putting the product on par with pensions and other ISAs.
DB transfers and engagement with members - are you taking responsibility?
Calum Cooper urges schemes to engage with members on defined benefit transfers
Demand for DB transfer advice to soar this year, says UBS
High-net worth savers will increasingly seek advice on transferring their defined benefit (DB) pots over the next 12 months, according to UBS.
People need more support and more savings to make the pension system fit for purpose
Professor David Blake gives his view on how the pensions system can be improved.
Industry believes DB members should have access to the new advice allowance
Defined benefit (DB) schme members should have access to the government's new £1,500 advice allowance, the industry has said.
Treasury triples pension advice allowance to £1,500
The Treasury has announced that from April savers will be given tax-free early access to their retirement pots in order to pay for advice.
