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Hartley Pensions clients get cold calls from CMCs, advisers warn

Advisers have reported clients stuck in collapsed Sipp provider Hartley Pensions have been cold called. ....

United Kingdom , Berkeley Burke , Ruban Sanmuganathan , Brian Johnson , Peter Kubik , Hacker Young , Guinness Mahon Trust Corporation , Hartley Pensions Trustees , Wilton United Kingdom Group , Financial Conduct Authority , Lifetime Sipp Company , Companies House , Hartley Pensions , Wealth Management , Money Marketing , Reyker Securities , Wilton United Kingdom , Hartley Pensions Trustees Limited ,

Weekend Essay: Is access to information always good for advice?

The great hope in the early days of the internet was it would make government, corporations and markets ever more transparent. No one would be able to hide their dirty laundry anymore as it would be out in public.   ....

Ruban Sanmuganathan , Financial Conduct Authority , True Potential , Wealth Management ,

Advisers worry about active client log-in challenge fuelled by Covid

Advisers have raised concerns about increased client log-ins to check portfolios since the pandemic started. ....

Ruban Sanmuganathan , Wakeel Ahmed , Daniel Harrison , Wealth Management , Money Marketing , True Potential ,

Inside the FCA's new DB transfer tool | Money Marketing


Inside the FCA’s new DB transfer tool
Michael Klimes finds praise for the FCA’s new DB assessment advice tool, but criticism over slow action from the regulator
By
Michael Klimes
4
th February 2021
6:00 am
Better late than never, so the saying goes. The FCA has certainly been tardy when it comes to the defined benefit transfer market. It pushed through rules to clean up the mess only after the sector’s reputation was tarnished by the British Steel scandal.
Better late than never has been tested again with its unveiling of an assessment tool advisers can use to check their recommendations. ....

United Kingdom , Tom Kean , Ruban Sanmuganathan , Aaron Osborn , Kate Shaw , Russell Facer , Gemma Harle , Nick Bamford , Financial Ombudsman Service , British Steel , Wealth Management , Financial Planning , Money Marketing , Appropriate Pension Transfer Analysis , Advice Specialists , Craig Stokes , Financial Life Planning , ஒன்றுபட்டது கிஂக்டம் , டோம் கீந் , ஆரோன் ஆஸ்பார்ந் , கேட் ஷா , ரஸ்ஸல் பாசேர் , நிக் பாம்போர்ட் , நிதி ஆஂபட்‌ஸ்மந் சேவை , பிரிட்டிஷ் எஃகு , செல்வம் மேலாண்மை ,