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4 days ago | 
moneymarketing.co.uk | Rory Marsh |Darius McQuaid |Momodou Musa Touray |Greg Neall
We love a three-letter abbreviation in our industry. And this year we marked a milestone for IGCs (Independent Governance Committees) and their focus on VFM (Value for Money). April 2025 was the 10-year anniversary of the establishment of IGCs for all major providers of contract-based workplace pensions. So, let’s say HHH (Hip Hip Hooray). OK, maybe I made that last abbreviation up.
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5 days ago | 
moneymarketing.co.uk | Kimberley Dondo |Thomas Mathar |Darius McQuaid |Greg Neall
Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA’s AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.
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1 week ago | 
moneymarketing.co.uk | Barrie Dawson |Richard Shearwood |Kimberley Dondo |Greg Neall
The core duties of a personal representative (PR) are to collect and manage the estate’s assets, settle the deceased’s debts and liabilities, and distribute the remaining estate according to the will — or by the rules of intestacy if no will exists. Sounds straightforward, right? In practice, it’s anything but. The role can be daunting for a layperson, and professional guidance from an estate administrator is often essential. A common stumbling block?
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1 week ago | 
moneymarketing.co.uk | Greg Neall |Richard Shearwood |Mark Sanderson
I’ve recently been reminded of the legacy issues that still affect some women, particularly those of a certain age, in our pension system. These stem from the sexism embedded in the 1970s, 80s and 90s, yet their financial consequences are very much alive today. Earmarking in divorce settlements is widely known to have caused problems, but the scale of inequity it created is less often seen in stark detail. I once advised a woman awarded a death-in-service benefit for her chronically ill ex-husband.
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1 month ago | 
citywire.com | Greg Neall |Julian Bovill |Joe Stonor
Independent Wealth Planners (IWP) chief executive Rob Allen is leaving the advice consolidator at the end of the month.
Allen, who joined IWP in 2022, is joining offshore investment firm International Financial Group Limited (IFGL), where he will replace David Kneeshaw as CEO on 1 May.
IWP is in the process of being acquired by rival consolidator Titan Wealth, which announced its deal at the end of last year. However, planners were told last month that the deal may not complete until the summer.
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Feb 21, 2025 | 
citywire.com | Jack Gilbert |Greg Neall |Michelle McGagh |Himanshu Singh
I recently turned 50. At my age, I don’t get excited about much, particularly birthdays, but this year was different. I wanted to do something special, so last month I flew to Ivalo in Lapland to spend 10 days learning how to survive inside the Arctic Circle. Wearing my oversized ski boots and ex-Swedish Army overcoat, I got some funny looks, but my fellow students spotted me easily as another one of Ray Mears’ candidates for getting serious frostbite.
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Feb 21, 2025 | 
citywire.com | Greg Neall |Jack Gilbert |Michelle McGagh |Himanshu Singh
It has been almost 25 years since Transact launched for advisers in the UK.
Over that time its new CEO Tom Dunbar (pictured above, right), who takes over on 1 March, has been competing in a very different game.
Dunbar has competed in the last 24 Kinnaird Cups – the biggest competition for the handball sport Eton Fives. Work email Password First Name Last Name Do you personally advise on or manage investments for clients?
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Feb 7, 2025 | 
moneymarketing.co.uk | Tom Browne |Greg Neall |Majid Hussain |Steven D. Levin
Nearly 20,000 financial promotions were withdrawn or amended in 2024 following intervention by the Financial Conduct Authority (FCA). This was almost double the number from the previous year. The FCA raised concerns over promotions related to cryptoassets, debt solutions and claims management companies (CMCs). A significant number of withdrawn promotions (9,197 in total) were linked to CMCs, many involving housing disrepair and motor-finance claims targeting vulnerable consumers.
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Feb 6, 2025 | 
moneymarketing.co.uk | Darius McQuaid |Greg Neall
The Financial Conduct Authority has said it is progressing all three of its advice-guidance boundary review proposals “at pace”. FCA head of consumer investments, market analysis and policy Sara Woodroffe said: “We are now working towards consultations on targeted support for pensions and retail investments in the first half of the year.
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Jan 31, 2025 | 
moneymarketing.co.uk | Dan Cooper |Greg Neall |Nick Eatock |Nita Patel
It was all going so swimmingly for the ‘big tech’ stocks, wasn’t it? That was until Monday when, out of the blue, something came along that had traders trembling and artificial-intelligence investors both irked and intrigued. The news that Chinese start-up DeepSeek had created a generative AI chatbot similar to ChatGPT – but for a fraction of the cost – sent shockwaves through the market. Some have disputed its claim that it managed to produce it for $6m.
