News & opinions

How to respond to the FCA letter regarding pension transfer advice

In this guide we explore the background to the FCA’s concerns and suggest points for you to consider when drafting your response. We also include some quick tips to keep in mind and highlight the pitfalls to avoid.

19 November 2019, threesixty services

General Events Industry

SOLLA workshops for professional development in November 2019 The Society of Later Life Advisers (SOLLA) would like to invite you to their upcoming event: Understanding the use of Powers of Attorney when advising older clients and their families. 14 November 2019, threesixty services

General Industry

Budget 2019 date delayed The Chancellor has cancelled plans to hold a Budget on Wednesday 6 November 2019. 28 October 2019, Susan Dalton

General Industry Investments

25% discount - Worthstone’s Impact Investment Academy 2019 - ‘Making Impact Core' Worthstone's Impact Investment Academy (IIA) is an opportunity to connect with other like-minded Financial Planners and Advisers who are on a journey to bring sustainable and impact investment to the core of their client proposition. 18 October 2019, threesixty services

General Industry Pensions

Pensions Dashboards and the introduction of the Money & Pensions Service The Department for Work and Pensions has published its response to the consultation on pensions dashboards, setting out its proposed way forwards in turning the concept into a service for everyone to use. 8 April 2019, Susan Dalton

General Industry

Spring Statement 2019 As expected, today’s Spring Statement contained little of particular interest to financial advisers. The Statement isn’t intended to be a major fiscal event – that’s now the Autumn Budget – and even more so with the Brexit date being so close. 13 March 2019, Susan Dalton

General Events Industry Investments

20% discount - Worthstone's Social Investment Academy If you’re interested in gaining CPD in the area of values-based investment Worthstones Social Investment Academy exists to help educate, equip and enable advisers looking to offer clients a values based investment proposition across the spectrum including ‘Ethical’, ESG, Sustainable and Impact investments. 1 October 2018, threesixty services

General Events Industry Investments Research

Is green going mainstream…? The green economy has been threatening to break into the mainstream for some time, so with Good Money Week coming up, we thought it might interesting to explore some of the issues that influence current trends. 28 September 2018, threesixty services

General Industry

Equitable Life - latest news Equitable Life has announced that it has made plans which it believes will not only secure the 35% capital distribution currently given when with-profits policy benefits are taken, but should enhance those benefits. 28 June 2018, Susan Dalton

General Industry Investments

Beaufort Securities Limited (BSL) and Beaufort Asset Clearing Services Limited (BACSL) Both of these firms have been placed into insolvency following an urgent application by the FCA and there have been a number of press articles covering the fact that administration costs are to be deducted from the ring-fenced client money and assets. 6 June 2018, Susan Dalton