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Fintech boutique The Pension Lab has launched a collaborative initiative - #LogYourLoAPain - urging the financial services industry to estimate the cost of relying on antiquated pen-and-ink letters of authority (LoA).
Fairstone has moved to a single charging structure with an ongoing advice fee of 80 basis points.
J07, J07 everywhere... ...but the wrong J07. The great Chartered Insurance Institute (CII) J07 textbook saga of 2023 will no doubt go down as one of the most epic stories in history. It all started in October, when chartered financial planner Elliot Guthrie ordered a copy of the 2023/24 J07 textbook from the CII. He
Before writing this article, I read through the investment focused round up of 2022, that Money Marketing published last year to get an idea of how to structure the piece.
A pension ‘pot for life’ will reduce the accumulation of small pots and “complement” existing consolidation measures, a paper from the Social Market Foundation (SMF) has said.